Nina Shaw
The DBS Companies · Mendham, New Jersey
Nina Shaw is a fee-only financial advisor at The DBS Companies in Mendham, New Jersey, who holds the CFA credential. Nina focuses on physicians & residents, retirement planning and student loans. The DBS Companies reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
Facts
| Firm | The DBS Companies |
|---|---|
| Based in | Mendham, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $280.2M across 973 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ · CRD 2932975 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thedbscompanies.com |
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Questions about Nina
Is Nina Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nina holds no broker registration, and The DBS Companies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nina charge for financial advice?
Nina's firm, The DBS Companies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Nina Shaw based?
Nina Shaw is based in Mendham, New Jersey.
What does Nina specialize in?
Nina's specialties include physicians & residents, retirement planning, student loans and small business owners. Nina works with physicians and retirees.
What credentials does Nina Shaw hold?
Nina Shaw holds the CFA credential.
Is Nina Shaw registered with the SEC?
Yes. Nina Shaw is registered as an investment adviser representative in NJ (CRD 2932975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The DBS Companies manage?
The DBS Companies reports $280.2M across 973 accounts in assets under management.
How do I contact Nina Shaw?
Through Nina's website, www.thedbscompanies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The DBS Companies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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