Complete Advisors Plus LLC
● SEC registered since 2020CRD 307127SEC# 801-118206Valley Stream, NY
Reg. AUM
$84.2M
Employees
5
Accounts
25
Location
Valley Stream, NY
Complete Advisors Plus LLC assets under management
Complete Advisors Plus LLC is a registered investment adviser overseen by the SEC based in Valley Stream, NY. The firm has been registered since 2020. It reports $84.2 million in regulatory assets under management and employs 5 people.
Complete Advisors Plus LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Marc Levine Control | Co-Owner And Cco | 50-75% | 2019 |
| Nainesh A Shah Control | Co-Owner | 50-75% | 2019 |
Frequently asked questions
How much does Complete Advisors Plus LLC manage?
Complete Advisors Plus LLC reports $84.2 million in regulatory assets under management on its Form ADV.
How many employees does Complete Advisors Plus LLC have?
Complete Advisors Plus LLC reports 5 employees.
Where is Complete Advisors Plus LLC located?
Complete Advisors Plus LLC is based in Valley Stream, NY and has been SEC-registered since 2020.
Does Complete Advisors Plus LLC disclose fund performance?
Complete Advisors Plus LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 181 S. Franklin Ave., Suite 303, Valley Stream, NY 11581 |
| Phone | 516-240-6161 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$84.2M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$84.2Mregulatory AUM
Discretionary $66.8MNon-discretionary $17.4M