Siddharth P. Shah
Professional summary
Siddharth Pravin Shah, who also goes by Sidd Shah, Siddharth Shah, is a registered financial advisor currently at CLANCY WEALTH ADVISORS located in Chino Hills, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Siddharth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Siddharth has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Siddharth Pravin Shah's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2026 - Present
CLANCY WEALTH ADVISORS
Office #1: 14778 Pipeline Avenue Suite A, Chino Hills, CA 91709April 6, 2026 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901December 15, 1997 - April 9, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
October 23, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
October 23, 1997 - April 9, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/2/2026)
(4/6/2026)
Exams
FINRA
Current Firm
CLANCY WEALTH ADVISORS
CRD#: 340644 / SEC#: 801-135572
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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Company Information
CLANCY WEALTH ADVISORS
Financial AdvisorCRD#: 340644Chino Hills, CA 91709TRUST BUT VERIFY
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