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Paresh B Shah

MERKKURI WEALTH ADVISORS LLC·HICKSVILLE, New York
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960 SOUTH BROADWAY, HICKSVILLE, NY 11801CRD# 4727940Firm CRD# 330164
01

About

Paresh B Shah is a registered financial advisor based in HICKSVILLE, New York, affiliated with MERKKURI WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MERKKURI WEALTH ADVISORS LLC
MERKKURI WEALTH ADVISORS LLC
AUM
$156M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MERKKURI WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4727940
Firm CRD# 330164
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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