Paresh B. Shah

MERKKURI WEALTH ADVISORS LLC

JERICHO, NY 11753

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CRD#: 4727940

Professional summary

Paresh B Shah, CFP®, who also goes by Paresh Bansilal Shah, Pareskumar Bansilal Shah, is a registered financial advisor currently at MERKKURI WEALTH ADVISORS LLC located in Jericho, New York and INTEGRITY ALLIANCE, LLC. located in Jericho, New York.

Paresh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Paresh has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paresh Bansilal Shah | Pareskumar Bansilal Shah

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paresh B Shah's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

April 3, 2024 - Present

MERKKURI WEALTH ADVISORS LLC

Office #1: 333 Jericho Turnpike Suite 211, Jericho, NY 11753

RIA

CRD#: 330164

JERICHO, NY

Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 333 Jericho Turnpike Suite 211, Jericho, NY 11753

RIA

CRD#: 139627

Jericho, NY

Past

February 9, 2021 - May 31, 2024

CSENGE ADVISORY GROUP, LLC

RIA

CRD#: 131167

Hicksville,, NY

Past

February 4, 2021 - February 4, 2021

CSENGE ADVISORY GROUP, LLC

RIA

CRD#: 131167

Hicksville, NY

Past

February 2, 2021 - November 3, 2025

LION STREET FINANCIAL, LLC

CRD#: 165828

Jericho, NY

Past

March 6, 2018 - February 5, 2021

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Hicksville, NY

Past

March 6, 2018 - February 5, 2021

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

HICKSVILLE, NY

Past

November 1, 2006 - March 14, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

HICKSVILLE, NY

Past

March 17, 2005 - March 14, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

HICKSVILLE, NY

Past

December 15, 2003 - March 3, 2005

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

November 11, 2003 - December 19, 2003

CONTINENTAL BROKER-DEALER CORP.

CRD#: 14048

CARLE PLACE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERKKURI WEALTH ADVISORS LLC

MERKKURI WEALTH ADVISORS LLC | PARESHAH PARTNERS, LLC

CRD#: 330164 / SEC#: 801-129728

RIA

Registered Investment Advisory firm - (4/1/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/3/2025)

Connecticut
(11/3/2025)

Florida
(11/4/2025)

Georgia
(11/3/2025)

Illinois
(11/3/2025)

Indiana
(11/3/2025)

Iowa
(11/3/2025)

Maryland
(11/3/2025)

Massachusetts
(11/3/2025)

Missouri
(11/3/2025)

Nevada
(11/3/2025)

New Jersey
(11/3/2025)

IAR

New York
(4/3/2024)

New York
(11/3/2025)

North Carolina
(11/3/2025)

Ohio
(11/3/2025)

Pennsylvania
(11/3/2025)

Rhode Island
(11/3/2025)

Tennessee
(11/3/2025)

IAR

Texas
(4/4/2024)

Texas
(11/3/2025)

Virginia
(11/3/2025)

Washington
(11/3/2025)

Wisconsin
(11/3/2025)

Wyoming
(11/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MERKKURI WEALTH ADVISORS LLC

MERKKURI WEALTH ADVISORS LLC | PARESHAH PARTNERS, LLC

CRD#: 330164 / SEC#: 801-129728

RIA

Registered Investment Advisory firm - (4/1/2024 Approved)

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Contact information

Main Address

333 Jericho Turnpike Suite 211, Jericho, NY 11753

Mailing Address

Phone number

(516) 268-3446

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERKKURI WEALTH ADVISORS, LLC DISCLOSURE BROCHURE (5/21/2025)

Regulatory assets under management

Total Number of Accounts	363
AUM (Assets Under Management)	$ 181,943,248

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paresh B. Shah

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paresh B Shah's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

CSENGE ADVISORY GROUP, LLC

CSENGE ADVISORY GROUP, LLC

LION STREET FINANCIAL, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUNNALLEN FINANCIAL, INC

CONTINENTAL BROKER-DEALER CORP.

Primary Firm SEC Registration

MERKKURI WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/2005

Series 63

Date: 11/17/2003

SIE

Date: 10/1/2018

Series 7

Date: 11/10/2003

FINRA

Current Firm

MERKKURI WEALTH ADVISORS LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERKKURI WEALTH ADVISORS LLC

TRUST BUT VERIFY

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