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Satya B. Shaw

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CRD#: 1229175
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Satya Brata Shaw, who also goes by Satyabrata Shaw, was a registered financial professional .

Satya is a previously registered financial professional and started their career in finance in 1984. Satya had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Satyabrata Shaw

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 26, 2015 - November 18, 2016

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
WESLEY CHAPEL, FL
Past

September 21, 2010 - February 27, 2015

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
WESLEY CHAPEL, FL
Past

January 4, 2010 - November 18, 2016

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
WESLEY CHAPEL, FL
Past

October 9, 2008 - December 9, 2009

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
TAMPA, FL
Past

June 1, 2005 - December 4, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
TAMPA, FL
Past

March 20, 2002 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

September 17, 1999 - October 11, 2001

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

April 14, 1993 - June 30, 1999

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

September 4, 1986 - November 19, 1987

CORNWALL SECURITIES, INC.

BD
CRD#: 8334
Past

August 31, 1984 - September 12, 1986

LAKSHMI INVESTMENT GROUP, INC.

BD
CRD#: 14264

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/20/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CS
CENTER STREET ADVISORS, INC.
ARKAGOS ADVISORS + ASSET MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLIAMS FINANCIAL GROUP | WEST ADVISORY GROUP | WEALTH STRATEGIES ADVISORY GROUP | WEALTH PROTECTION ADVISORS, LLC | WEALTH CONCEPTS GROUP | TODDY AND ASSOCIATES | THORNHILL FINANCIAL | THACKER AND ASSOCIATES | TAHOE FINANCIAL PLANNING | SYCAMORE FINANCIAL CORP | STRONG FINANCIAL PARTNERS | SPECKMAN FINANCIAL GROUP | SOUTHERN KENTUCKY ADVISORS | SIGNATURE FINANCIAL SOLUTIONS, LLC | SENIOR GUARDIANS OF AMERICA | ROBERTS TAX & RETIREMENT PLANNING | RETIREMENT WEALTH MANAGEMENT | RETIREMENT FINANCIAL SERVICES | PROGEN FINANCIAL CONSULTING | PRODUCER PROS INSURANCE SERVICES LLC | PRIZM FINANCIAL ADVISORS | PINNACLE WEALTH MANAGEMENT | PATHWAY FINANCIAL MANAGEMENT | NEW HORIZONS FAMILY WEALTH MANAGEMENT | NARISH FINANCIAL SERVICES | MOERDYK FINANCIAL | MICHIGAN RETIREMENT GROUP | MAJORS FINANCIAL GROUP | LIFE BRIDGE FINANCIAL, INC | LEONARD ADVISORY GROUP | LEGACY FINANCIAL GROUP, INC. | LEBLANC FINANCIAL ALLIANCE | KURUVILLA AND ASSOCIATES | KENNEDY WEALTH GROUP | JONTZ NASH ESTATE MANAGEMENT & PLANNING | IRONTREE INVESTMENT MANAGEMENT | INTEGRATED FINANCIAL GROUP | INCOME PROS | HILL AND HILL FINANCIAL | GREENWAY FINANCIAL | GRAY WEALTH MANAGEMENT | GOSHEN PROVIDERS | FINANCIAL DYNAMICS | ELDERCARE FINANCIAL | D. KENT PREWETTE AND ASSOCIATES | D KENT PREWETTE & ASSOCIATES | COSTAL FINANCIAL PLANNING GROUP | CONSULT MILESTONE | CONNER FINANCIAL LLC | CLEAR HARBOR WEALTH MANAGEMENT | CENTER STREET ADVISORS, INC. | BROOKWOOD FINANCIAL | BROOKSTONE FINANCIAL | BERING FINANCIAL | BALES AND ECKEL FINANCIAL GROUP, LLC | AYCOCK WEALTH MANAGEMENT | ASSET PROTECTION STRATEGIES | ASHIRA FINANCIAL LLC

CRD#: 169329 / SEC#: 801-80344

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Contact information


Main Address
2 International Plaza Suite 301, Nashville, TN 37217
Mailing Address
Phone number
(615) 690-3580
Established
Firm type
Fiscal year end
# of Employees
45

Documents


Latest Form ADV

Part 2 Brochures

ADV 2A - 3-31-2023 (3/31/2023)

Regulatory assets under management


Total Number of Accounts1,689
AUM (Assets Under Management)$ 336,007,103

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CENTER STREET ADVISORS, INC.

CRD#: 169329

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