Samir Bhatt
Advisor at SHB Advisors
Updated today
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
SHB Advisors
Location
Washington, DC 20007
Credentials
Series 63, Series 65
Industry experience
18 years
About
Samir Bhatt is a financial advisor at SHB Advisors in Washington, DC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with SHB Advisors since 2013. SHB Advisors is an independent investment adviser serving a small number of qualified high-net-worth individuals, families, and trusts. The firm employs a global macro and relative-value trading approach across multiple asset classes, utilizing futures, derivatives, leverage, and margin in actively managed portfolios.
Expertise
Based on SHB Advisors
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
0.00% to 20.00% of Yearly Trading Profits
Account minimum: $5,000,000
Location
1050 30 Th St Nw
Washington, DC 20007
Most active in
Samir B has reported serving >5 clients in these states in the last 12 months.
District of Columbia
Work history
SHB Advisors
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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