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MERKKURI WEALTH ADVISORS LLC
MERKKURI WEALTH ADVISORS LLC
HICKSVILLE, New York
·
1 registered advisor
·
CRD# 330164
SEC# 801-129728
0
516-268-3446
01
Firm Overview
AUM
$156M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MERKKURI WEALTH ADVISORS LLC
1 registered advisor
Paresh B Shah
HICKSVILLE, New York
CRD# 4727940
05
Office Locations
HICKSVILLE, New York
1 advisor
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Data sourced from SEC Form ADV filings. MERKKURI WEALTH ADVISORS LLC (CRD# 330164) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.