Shabana M. Nathoo
Professional summary
Shabana Mansur Nathoo, CFP®, who also goes by Shabana M Nathoo, Shabana Nathoo Odhwani, is a registered financial advisor currently at NAVIGO WEALTH MANAGEMENT, LLC located in North Richland Hills, Texas.
Shabana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Shabana has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shabana Mansur Nathoo's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
May 9, 2017 - Present
NAVIGO WEALTH MANAGEMENT, LLC
April 10, 2014 - May 28, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
January 2, 2014 - May 28, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
January 3, 2011 - January 5, 2012
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - January 5, 2012
WELLS FARGO CLEARING SERVICES, LLC
January 7, 2005 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
September 29, 2004 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2017)
Exams
Current Firm
NAVIGO WEALTH MANAGEMENT, LLC
CRD#: 146265 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 112,457,800 |
Red Flags
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