Paresh
Shah
Merkkuri Wealth Advisors LLC
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About this Advisor
Paresh Shah is a financial advisor based in Hicksville, New York, working with Merkkuri Wealth Advisors LLC. Paresh has previously held positions at Guardian Life Insurance Company, Park Avenue Securities, Lion Street Financial, Csenge Advisory Group, Merkkuri Wealth Advisors LLC, Kestra Financial, Inc, and Guardian Life Insurance. Paresh has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Paresh is part of Merkkuri Wealth Advisors LLC, which operates out of Hicksville, New York. The firm has 7 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Merkkuri Wealth Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
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Merkkuri Wealth Advisors LLC Brokerage Details
7
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paresh Shah Work History
Merkkuri Wealth Advisors LLC
Lion Street Financial
Csenge Advisory Group
Kestra Financial, Inc
Guardian Life Insurance
Park Avenue Securities
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
Disclosures
Please visit the SEC profile of Paresh Shah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merkkuri Wealth Advisors LLC
Hicksville, NY
Hicksville, NY
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