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Rahul R Shah

Investment Adviser Representative at RED Spruce Capital, LLC

Corvallis, ORCRD #4669305Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Rahul R. Shah is an investment adviser representative with RED Spruce Capital, LLC in Corvallis, OR, where they have been registered since 2014. They have worked in the securities industry since 2008 and have been registered with 3 firms, including Santa Barbara Asset Management, LLC and Rittenhouse Asset Management, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Oregon, Pennsylvania, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oregon, Pennsylvania, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/27/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

RED Spruce Capital, LLCCurrent
11/12/2014 – Corvallis, OR
Santa Barbara Asset Management, LLC
1/5/2009 – 11/2/2010Los Angeles, CA
Rittenhouse Asset Management, Inc.
11/15/2004 – 1/5/2009Radnor, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. RED Spruce Capital, LLC
    Nov 2014 – no end date reportedBerwyn, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About RED Spruce Capital, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Berwyn, PA
SEC file number:
801-113984

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 20, 2026

View full firm profile

Other advisors at RED Spruce Capital, LLC

3 other advisors in the directory

View RED Spruce Capital, LLC firm profile

Similar advisors in Corvallis, OR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rahul R Shah has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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