AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SR

Shivam B. Raval

FRED ALGER & COMPANY
NEW YORK, NY 10004
Some features on this profile are disabled
CRD#: 7489578
SR

Professional summary


Shivam B Raval, who also goes by Shivam Raval, is a registered financial professional currently at FRED ALGER & COMPANY, LLC located in New York, New York.

Shivam is registered as a RR (Registered Representative) and started their career in finance in 2023. Shivam has worked at 3 firms and has passed the SIE and Series 99TO exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shivam Raval

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) - BD


Click below to view Shivam B Raval'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

May 2, 2025 - Present

FRED ALGER & COMPANY, LLC

Office #1: 100 Pearl Street 27th Floor, New York, NY, 10004
BD
CRD#: 5300
NEW YORK, NY
Past

September 13, 2024 - February 24, 2025

FLOURISH FINANCIAL LLC

BD
CRD#: 293019
New York, NY
Past

July 14, 2023 - August 23, 2024

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 7/14/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 6/28/2022
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


FA
FRED ALGER & COMPANY, LLC
FRED ALGER & COMPANY, INCORPORATED | FRED ALGER & COMPANY, LLC

CRD#: 5300 / SEC#: , 8-15900

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
100 Pearl Street 27th Floor, New York, NY, 10004
Mailing Address
100 Pearl Street 27th Floor, New York, NY, 10004
Phone number
(212) 806-8800
Established
Delaware since 10/01/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALGER GROUP HOLDINGS, LLCPARENT
HOFMANN, CHRISTOPHPRESIDENT4748990
KINCEL, ROBERT LOUISCHIEF FINANCIAL OFFICER, PFO, POO2747237
LEE, AARON SANGCHIEF COMPLIANCE OFFICER5240841
PAYNE, TINAGENERAL COUNSEL5391957

Disclosures


Regulatory Event6
Civil Event1

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


FRED ALGER & COMPANY, LLC

CRD#: 5300New York, NY 10004

TRUST BUT VERIFY

Monitor Shivam Raval

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics