Rajan Shah
Advisor at SC Wealth Advisors
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.
Advisor at SC Wealth Advisors
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.
Location
Oakbrook Terrace, IL 60181
Credentials
Series 65
Industry experience
6 years
Rajan Shah is a financial advisor at SC Wealth Advisors in Oakbrook Terrace, IL, holding a Series 65 designation with six years of industry experience. He has worked at Secure Capital Wealth Advisors LLC since 2019 and at Secure Capital Management USA LLC since 2012. Outside of his advisory role, Shah assists clients with life insurance and annuity purchases through various financial marketing organizations. SC Wealth Advisors is a state-registered advisory firm serving individuals, retirement plans, trusts, foundations, and business entities with fee-based investment advisory services, financial planning, and pension consulting. The firm employs a customized, tactical allocation approach to manage downside risk and enhance performance, and it also supervises third-party money managers and managed-account platforms when appropriate.
Based on SC Wealth Advisors
Based on SC Wealth Advisors
Basic financial planning: $750; Advanced financial planning: $2,500
$0+: up to 2.5% annually $0+: up to 1.5% annually (pension consulting)
$250 per hour
Account minimum: $500,000
2 Mid America Plaza, Suite 725
Oakbrook Terrace, IL 60181
Illinois
Secure Capital Wealth Advisors LLC
2019 - Present (7 years)
Secure Capital Management USA LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")