Shobhan Sheth
Advisor at Sheth Group
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
Sheth Group
Location
Pittsburgh, PA 15213
Credentials
Series 63, Series 65
Industry experience
35 years
About
Shobhan Sheth is the principal of Sheth Group with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GT Securities and Mid-Market Securities. Outside of his advisory work, he is involved in various business activities such as real estate brokerage, legal service sales, and small business brokerage. Sheth Group is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a modern portfolio theory approach utilizing model portfolios, asset allocation, and disciplined rebalancing, and also recommends third-party advisers when appropriate.
Client services
Based on Sheth Group
Financial planning
Portfolio management
Selection of other advisers
Fee options
1.00% annually, negotiable based on account size and securities held
$175 per hour, negotiable
Account minimum: $20,000
Location
3250 Boulevard Of The Allies
Pittsburgh, PA 15213
Most active in
Shobhan S has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
GT Securities, Inc.
2025 - Present (1 year)
Sheth Capital Management LLC d/b/a Sheth Group
2021 - Present (5 years)
Mid-Market Securities, LLC
2019 - Present (7 years)
Ameritas Life Insurance Corp
2018 - Present (8 years)
Ameritas Investment Corp
2018 - 2019 (1 year)
Sheth LLC/DBA Sheth Group
2015 - Present (11 years)
Sheth Advisory Group LLC
2007 - Present (19 years)
Sheth Enterprises Inc./dba Sheth Group
1990 - Present (36 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 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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