Paul Saleh has been an investment adviser representative at Shelter Wealth Strategies since December 2025, and is not listed among the firm’s executive officers or direct owners. Paul Saleh holds a Business degree from SC Johnson College of Business, Cornell University.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
Paul Saleh is Senior Client Advisor of Shelter Wealth Strategies. He has more than 20 years of experience across private wealth management, investment management, private equity, and family office advisory. Since 2015, he has specialized in advising individuals and families navigating complex personal injury and mass-tort outcomes. He previously served as Chief Financial Officer of Archer Systems.
Paul Saleh’s longest registration was 4 years at Cambridge Investment Research Advisors, Inc. (2021–2025). Before joining Shelter Wealth Strategies in 2025, Paul Saleh was registered through Cambridge Investment Research Advisors, Inc.
- – present · under a yearHouston, TX · Adviser representative · Firm CRD 170655
- Cambridge Investment Research Advisors, Inc.– · 4 yearsHouston, TX · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Paul Saleh is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 4 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7340456
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- 2000 West Loop South, 22nd Floor, Houston, TX 77027
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shelterwealth.com
Where does Paul Saleh work?
Paul Saleh is an investment adviser representative registered through Shelter Wealth Strategies, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Paul Saleh a financial advisor?
Yes. Paul Saleh has a current investment-adviser registration in Texas, through Shelter Wealth Strategies since December 2025.
How many years of experience does Paul Saleh have?
Paul Saleh has 5 years in the financial industry, since July 2021, across 2 adviser firms.
What exams has Paul Saleh passed?
Paul Saleh passed the Series 65 in July 2021.
Where is Paul Saleh based?
Paul Saleh’s registered office is in Houston, TX.
Is Paul Saleh registered with FINRA?
No. Paul Saleh has no current broker registration.
How can I verify Paul Saleh’s record?
Search CRD 7340456 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Saleh’s full registration record.