SHB Advisors, LLC ("SHB Advisors" or "Company") is a limited liability company ("LLC") organized in the U.S. state of Delaware and a foreign qualified LLC in the District of Columbia and New York. The principal office of the company is in Washington, DC. The company is an investment adviser registered with the District of Columbia Department of Insurance, Securities and Banking and a commodity trading advisor (“CTA”) registered with the Commodity Futures Trading Commission and a member of the National Futures Association (“NFA”). The CRD# of SHB Advisors is 170529, and the NFA ID is 0508999. Such registrations and membership do not imply a certain level of skill or training. By viewing any of the material appearing on this webpage, you acknowledge that you have read, understood, and agreed to the following: SHB Advisors and its representatives are in compliance with the current filing requirements as required by those states in which the firm has clients. The company may transact business only in those States in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any direct communication by SHB Advisors with a client or prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the State where the client or prospective client resides. Any information disclosed is provided for informational purposes only and does not constitute individualized financial advice or create an advisor-client relationship. The publication of this information is not and should not be construed as a solicitation to effect, or attempt to effect, transactions in securities, the rendering of personalized investment or tax advice, or an offer to buy or sell or a solicitation of an offer to buy or sell any security or to participate in any particular trading strategy. The company does not provide legal or tax counsel.
View Top Employees from SHB AdvisorsWebsite | http://www.shbadvisors.com |
Employees | 1 (1 on RocketReach) |
Founded | 2013 |
Technologies | |
Industry | Investment Management |
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Samir Bhatt is the Founder and Managing Partner of SHB Advisors.
1 people are employed at SHB Advisors.
SHB Advisors is based in Washington, District of Columbia.