CS
Chirag Shah
QUANT PORTFOLIO MANAGEMENT
SAN JOSE, CA
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CRD#: 7918844
CS
Professional summary
Chirag Shah is a registered financial advisor currently at QUANT PORTFOLIO MANAGEMENT located in San Jose, California.
Chirag is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Chirag has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Chirag Shah is currently a Consultant, Investor and Entrepreneur at QIG LLC. This activity accounts for approximately 20% of their time.
CRS (Client Relationship Summary) - RIA
Click below to view Chirag 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®
NoneExperience
Current
July 24, 2024 - Present
QUANT PORTFOLIO MANAGEMENT
RIA
CRD#: 331525
SAN JOSE, CA
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(7/24/2024)
Exams
Current Firm
QP
QUANT PORTFOLIO MANAGEMENT
QUANT PORTFOLIO MANAGEMENT | QUANT PORTFOLIO MANAGEMENT LLC
CRD#: 331525 / SEC#:
California
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Contact information
Main Address
San Jose, CA
Mailing Address
Phone number
(650) 308-8611
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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