Ami N. Shah
STEWARD
Washington, DC
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CRD#: 6622964
Professional summary
Ami Nash Shah, CFP®, who also goes by Ami Aditi Nash, Ami Shah, is a registered financial advisor currently at STEWARD INC. located in Washington, District Of Columbia.
Ami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ami has worked at 2 firms .
Core Areas of Focus
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Entrepreneurs
Estate & Generational Planning Issues
Biography
Are we a good mutual fit?
You're a mid-career working professional or executive in your 30s -40s.
You're a kid of an immigrant or "first-gen" high earner, earning $200K+/yr as a household.
You're thinking through questions like: am I on track, will I have enough to take care of my family and live the life I choose, how could I optimize my investments and tax strategy further?
You're looking for a dedicated and reliable expert to give you time and energy back for what you enjoy, and to help you navigate major money decisions.
Question & Answer
What are your service offerings?
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Ami Aditi Nash | Ami Shah
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ami Nash Shah'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®
CFP®
Start date: 2020
Experience
Current
December 21, 2021 - Present
STEWARD INC.
RIA
CRD#: 314340
Washington, DC
Past
October 27, 2020 - March 11, 2021
HEMINGTON WEALTH MANAGEMENT
RIA
CRD#: 169024
FALLS CHURCH, VA
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
California(9/26/2024)
IAR
District of Columbia(12/21/2021)
IAR
Maryland(6/25/2025)
IAR
Massachusetts(1/31/2025)
IAR
New York(9/26/2024)
IAR
Texas(2/27/2022)
Exams
Current Firm
SI
STEWARD INC.
STEWARD INC. | STEWARD WEALTH MANAGEMENT
CRD#: 314340 / SEC#: 801-122505
RIA
Registered Investment Advisory firm - (2/11/2025 Terminated)California
Registered Investment Advisory firm - (1/8/2025 Approved)District of Columbia
Registered Investment Advisory firm - (9/20/2024 Approved)Maryland
Registered Investment Advisory firm - (4/11/2025 Approved)Massachusetts
Registered Investment Advisory firm - (1/31/2025 Approved)New York
Registered Investment Advisory firm - (10/25/2024 Approved)Texas
Registered Investment Advisory firm - (7/10/2024 Conditional Restricted)PREMIUM
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Contact information
Main Address
Washington, DC
Mailing Address
Phone number
(917) 547-3227
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 226 |
| AUM (Assets Under Management) | $ 66,369,028 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
