Avi Shah has been an investment adviser representative at Hoxton Wealth USA since June 2021, and is not listed among the firm’s executive officers or direct owners.
Hoxton Wealth USA LLC is an Orlando, FL firm with $804M under management, 1,378 clients and 34 advisers across 13 offices, as of its August 2026 filing.
Investment adviser representative registrations
Avi Shah is registered as an investment adviser representative in Texas, since June 2021.
- TexasSince 23 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 May 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7387343
- Firm
- Hoxton Wealth USA · CRD 307387
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Avi Shah work?
Avi Shah is an investment adviser representative registered through Hoxton Wealth USA LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Avi Shah a financial advisor?
Yes. Avi Shah has a current investment-adviser registration in Texas, through Hoxton Wealth USA since June 2021.
How many years of experience does Avi Shah have?
Avi Shah has 5 years in the financial industry, since June 2021, across 1 adviser firm.
What exams has Avi Shah passed?
Avi Shah passed the Series 65 in May 2021.
Is Avi Shah registered with FINRA?
No. Avi Shah has no current broker registration.
How can I verify Avi Shah’s record?
Search CRD 7387343 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Avi Shah’s full registration record.