Wellington Consulting Services
46yrs
Top advisor by experience in Chantilly
25yrs
Ashesh Shah has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Chantilly, Virginia. Ashesh joined Equitable Advisors in 2005, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 45 advisors with offices in Chantilly, and one of 45 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience in Chantilly
OfficeChantilly, VA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2005 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Ashesh
Tailored to Ashesh’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ashesh
How do I contact Ashesh?
Call Equitable Advisors at 212-314-4600 and ask for Ashesh Shah. Ashesh works from the Chantilly, VA office.
How long has Ashesh been a financial advisor?
Ashesh has been in the industry since 2001, about 25 years. Top 22% by experience in Chantilly.
What licenses does Ashesh hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ashesh a fiduciary?
Ashesh is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ashesh paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ashesh for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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