Unclaimed Profile

Paresh B Shah

MERKKURI WEALTH ADVISORS LLC·HICKSVILLE, New York

SIE, Series 7, Series 63, Series 65CFPClean record19 years registeredMERKKURI WEALTH ADVISORS LLC

960 SOUTH BROADWAY, HICKSVILLE, NY 11801CRD# 4727940Firm CRD# 330164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paresh B Shah · HICKSVILLE, NY

Registration

CRD #4727940 · MERKKURI WEALTH ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

MERKKURI WEALTH ADVISORS LLC

Apr 2024 – present

CSENGE ADVISORY GROUP, LLC

Feb 2021 – May 2024

Hicksville,, NY

CSENGE ADVISORY GROUP, LLC

Feb 2021 – Feb 2021

Hicksville, NY

KESTRA ADVISORY SERVICES, LLC

Mar 2018 – Feb 2021

Hicksville, NY

PARK AVENUE SECURITIES LLC

Nov 2006 – Mar 2018

HICKSVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 1, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERKKURI WEALTH ADVISORS LLC

CRD 330164 · SEC 801-129728

AUM

$156M

Regulatory assets under management

Employees

482 client accounts

Services offered by MERKKURI WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MERKKURI WEALTH ADVISORS LLC →

Introduction

Speak with Paresh

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paresh is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HICKSVILLE?

Browse all registered financial advisors in HICKSVILLE, New York or claim this profile if it's yours.

Browse HICKSVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paresh B Shah offer?

Paresh B Shah specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HICKSVILLE, New York for a consultation.

What are Paresh B Shah's credentials?

Paresh B Shah holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paresh B Shah located?

Paresh B Shah is based in HICKSVILLE, New York, working with MERKKURI WEALTH ADVISORS LLC. Their office serves clients in the HICKSVILLE metropolitan area and surrounding communities.

How does Paresh B Shah charge for services?

Paresh B Shah's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERKKURI WEALTH ADVISORS LLC?

MERKKURI WEALTH ADVISORS LLC has approximately 7 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →