Viral Shah

Co-Founder at Periscope Wealth Management - New York, NY, US

Viral Shah's Colleagues at Periscope Wealth Management
Daniel Riso

Managing Partner, Investment Advisor

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Joseph DiMauro

Partner

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Carolina Leppert

Director Of Operations

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Pat McEvoy

Partner

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James Ruggiero

Marketing Associate

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Mathew Rough

Financial Advisor

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Mobile Number
(XXX) XXX-XXXX
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HQ
212-408-9076
Location
Ahmedabad,Gujarat,India
Company
Periscope Wealth Management
Viral Shah's Company Details
Periscope Wealth Management logo, Periscope Wealth Management contact details

Periscope Wealth Management

New York, NY, US • 5 - 9 Employees
Financial Services

Periscope Wealth Management is a fully integrated wealth management company that helps develop and implement financial solutions for individuals, families, institutions and closely held businesses.Our firm's client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results.By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs.Equitable, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dPeriscope Wealth Management is not a registered investment advisor and is not owned or operated by Equitable or Equitable Network. AGE 133415-(02/18)(exp.02/2020)

Wealth Management Investment Strategies Investment Companies Special Opportunities Investments Risk Management Financial Planning Tax-Efficient Investing Strategies Cash Management Insurance & Estate Planning Strategies Asset Allocation Strategies Insurance & Estate Planning Strategies
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Frequently Asked Questions about Viral Shah
Viral Shah currently works for Periscope Wealth Management.
Viral Shah's role at Periscope Wealth Management is Co-Founder.
Viral Shah's email address is ***@periscopefamilyoffice.com. To view Viral Shah's full email address, please signup to ConnectPlex.
Viral Shah works in the Financial Services industry.
Viral Shah's colleagues at Periscope Wealth Management are Daniel Riso, Joseph DiMauro, Carolina Leppert, Pat McEvoy, James Ruggiero, Mathew Rough and others.
Viral Shah's phone number is 212-408-9076
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