MERKKURI WEALTH ADVISORS LLC

HICKSVILLE, New York·1 registered advisor·CRD# 330164
SEC# 801-1297280516-268-3446
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 PlanningInvestment ManagementWealth Management
04

Advisors at MERKKURI WEALTH ADVISORS LLC

1 registered advisor
Paresh B Shah
HICKSVILLE, New York
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.