Shalabh Mehrish

VINSONCAP WEALTH ADVISORS LLC

NEW YORK, NY

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CRD#: 2555351

Professional summary

Shalabh Mehrish is a registered financial advisor currently at VINSONCAP WEALTH ADVISORS LLC located in New York, New York.

Shalabh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Shalabh has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. VinsonCap LLC; Member; Investment Related; 505 Greenwich Street, 10B New York NY 10013; General Partner of VinsonCap Opps Master Fund; Start date with business: 2016-04-15; Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shalabh Mehrish's CRS (Customer Relationship Summary).

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

Current

February 19, 2025 - Present

VINSONCAP WEALTH ADVISORS LLC

RIA

CRD#: 333948

NEW YORK, NY

Past

November 17, 2011 - September 17, 2012

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 5, 2009 - November 1, 2011

STORMHARBOUR SECURITIES LP

CRD#: 35997

NEW YORK, NY

Past

September 1, 1998 - March 17, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 17, 1994 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/16/1994

General Securities Representative Examination

Current Firm

VINSONCAP WEALTH ADVISORS LLC

CRD#: 333948 / SEC#:

Connecticut

Registered Investment Advisory firm - (6/6/2025 Approved)

New York

Registered Investment Advisory firm - (2/19/2025 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(917) 355-6999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Shalabh Mehrish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shalabh Mehrish's CRS (Customer Relationship Summary).

Certified licenses

Experience

VINSONCAP WEALTH ADVISORS LLC

CITIGROUP GLOBAL MARKETS INC.

STORMHARBOUR SECURITIES LP

CITIGROUP GLOBAL MARKETS INC.

SALOMON BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2014

Series 63

Date: 12/3/1994

Series 7

Date: 11/16/1994

Current Firm

VINSONCAP WEALTH ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

VINSONCAP WEALTH ADVISORS LLC

TRUST BUT VERIFY

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