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Shivani Dasani

Solebury Capital LLC

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About Shivani Dasani

Shivani Dasani is a financial advisor with Solebury Capital LLC. Shivani is a licensed broker and investment advisor, and holds the Series 7, Series 79, and SIE licenses. She also holds the Series 63 license. Shivani has been in the financial services industry since October 10, 2014. Previously, Shivani worked at MID-MARKET SECURITIES, LLC, BTIG, LLC, J.P. MORGAN SECURITIES LLC, WELLS FARGO SECURITIES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA SECURITIES LLC. Shivani is registered to conduct business in New York and Pennsylvania.

Firm Information

Shivani Dasani is currently registered with Solebury Capital LLC. Solebury Capital LLC is a Limited Liability Company that was formed on May 16, 2005. The firm is registered in California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Ohio, and Pennsylvania and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Shivani Dasani’s Registration & Firm History

PA

09/22/2021 - Present

Solebury Capital LLC (NEW HOPE PA)

NY

07/16/2020 - 09/09/2021

MID-MARKET SECURITIES, LLC (MOUNT KISCO NY)

CA

08/01/2017 - 08/15/2018

BTIG, LLC (SAN FRANCISCO CA)

NY

07/15/2013 - 08/24/2015

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

01/20/2012 - 07/09/2013

WELLS FARGO SECURITIES, LLC (NEW YORK NY)

NY

11/01/2010 - 11/09/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

09/06/2010 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/03/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shivani Dasani.
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