Sahil S. Vakil

MYRA WEALTH

New York, NY

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CRD#: 6122494

Professional summary

Sahil Samir Vakil, CFP®, who also goes by Sahil Vakil, is a registered financial advisor currently at MYRA WEALTH located in New York, New York.

Sahil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sahil has worked at 2 firms .

Core Areas of Focus

Business Owners

Estate & Generational Planning Issues

ExPat and Cross Border Issues

High Net Worth Client Needs

Middle Income Client Needs

Tax Planning

Biography

MYRA (MyraWealth.com) -- Your Personal CFO -- We make your money work hard for you!

Powered by tech, driven by social good -- democratizing personal finances for everyone!

Our Website: MyraWealth.com

Our Founder: https://www.linkedin.com/in/sahilvakil/

Schedule a Call: https://calendly.com/myrawealth/sales

Question & Answer

What are your service offerings?

Small Business Planning

Life Transitions

Tax Planning

Estate Planning

Retirement Planning

Employee and Employer Plan Ben...

Inheritance

Investment Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Sahil Vakil

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) - RIA

Click below to view Sahil Samir Vakil's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 12, 2021 - Present

MYRA WEALTH

RIA

CRD#: 311475

New York, NY

Past

May 15, 2018 - October 2, 2023

MYRA CAPITAL LLC

RIA

CRD#: 294257

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MYRA WEALTH

MYRA ADVISORS LLC | MYRA WEALTH

CRD#: 311475 / SEC#: 801-120070

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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
(7/28/2021)

IAR

Texas
(1/12/2021)

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

Current Firm

MYRA WEALTH

MYRA ADVISORS LLC | MYRA WEALTH

CRD#: 311475 / SEC#: 801-120070

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(805) 380-6972

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (FORM ADV PART 2A) (1/4/2026)

Regulatory assets under management

Total Number of Accounts	252
AUM (Assets Under Management)	$ 64,977,652

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.

Contact information

(xxx) xxx-xxxx

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Sahil S. Vakil

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sahil Samir Vakil's CRS (Customer Relationship Summary).

Certified licenses

Experience

MYRA WEALTH

MYRA CAPITAL LLC

Primary Firm SEC Registration

MYRA WEALTH

State Registrations and Notice Filings

Exams

Current Firm

MYRA WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MYRA WEALTH

TRUST BUT VERIFY

Contact information

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