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Nihar Shah

CLANCY WEALTH ADVISORS
CHINO HILLS, CA 91709
Some features on this profile are disabled
CRD#: 7392931
NS

Professional summary

Nihar Shah, who also goes by Nihar Joseph Shah, Nihar S Shah, is a registered financial advisor currently at CLANCY WEALTH ADVISORS located in Chino Hills, California.

Nihar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nihar has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nihar Joseph Shah | Nihar S 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nihar Shah'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®
None

Experience

Current

April 2, 2026 - Present

CLANCY WEALTH ADVISORS

Office #1: 14778 Pipeline Avenue Suite A, Chino Hills, CA 91709
RIA
CRD#: 340644
CHINO HILLS, CA
Past

August 8, 2024 - April 10, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHINO HILLS, CA
Past

July 9, 2024 - April 10, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CHINO HILLS, CA
Past

August 4, 2021 - August 22, 2022

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
WESTLAKE, TX

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
(4/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/5/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/19/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/19/2019
Securities Industry Essentials Examination

Current Firm

CW
CLANCY WEALTH ADVISORS
CLANCY WEALTH ADVISORS | SHAH WEALTH ADVISORS, LLC | SHAH WEALTH ADVISORS | CLANCY WEALTH ADVISORS LLC

CRD#: 340644 / SEC#: 801-135572

RIA
Registered Investment Advisory firm - (3/31/2026 120-Day Approval)
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Contact information

Main Address
14778 Pipeline Avenue Suite A, Chino Hills, CA 91709
Mailing Address
Phone number
(909) 262-1430
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLANCY WEALTH ADVISORS ADV PART 2A 2-2026 (2/24/2026)
0

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.

Company Information

CLANCY WEALTH ADVISORS

CRD#: 340644Chino Hills, CA 91709

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