Amol Tushar Shelat
CFAProfessional Summary
Amol Tushar Shelat, CFA is a registered financial advisor currently at HEADLANDS TECHNOLOGIES SECURITIES, LLC located in Chicago, Illinois. Amol is registered as a RR (Registered Representative) and started their career in finance in 2010. Amol has worked at 3 firms and has passed the Series 57TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
HEADLANDS TECHNOLOGIES SECURITIES, LLC
Contact Information
Main Address
110 N. Wacker Drive 54th Floor, Chicago, IL 60606Mailing Address
110 N. Wacker Drive 54th Floor, Chicago, IL 60606Phone Number
(312) 601-8774Established
Delaware since 05/08/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Amol Tushar Shelat's CRS (Customer Relationship Summary).
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