Advisor at SNC Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SNC Wealth Management LLC
Location
Plainsboro, NJ
Credentials
Series 65
Industry experience
3 years
Abdulaziz Shroff is a financial advisor at SNC Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Anaplan Inc and Verizon. SNC Wealth Management provides customized investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm offers both discretionary and non-discretionary advisory services, with a notable family office offering that includes real estate analysis, insurance review, and estate services.
Negotiable up to a maximum of 2% annually, flat percentage applied to all assets under management
Account minimum: $500,000
Plainsboro, NJ
New Jersey
SNC Wealth Management LLC
2022 - Present (4 years)
Anaplan Inc
2021 - 2023 (2 years)
Verizon
2003 - 2021 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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