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.
1.Kew Gardens Prop Inv Rltd: No 85-15 120th St, Apt 2F Kew Gardens NY 11415 Real Estate Title: Co-ownr Strt: 1/9/17 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14, Maintng & rentng the prop Shreeji Hicksville Table LLC Invstmt Rltd: Yes 20 Terry St Hicksville NY 11801 2.Real Estate Member Manager Start: 11/26/19 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14 Duties: Renting & mgng prop 3.Paresh Partners, LLC Invstmt Rltd: Yes 960 S Broadway, Ste 113 Hicksville, NY 11801 4.Ins Prod Start: 2/18 Hrs/mth: 17-32 Hrs/mth dur trdng hrs: 15-28 Duties: Promote/sell products 5.Shreeji Hicksville Jerome LLC, Inv Rltd: Yes 20 TERRY ST HICKSVILLE NY 11801 Real Estate Ownr Mmbr Start Date: 10/18 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14: Maintng, renting, mngng the invstmt; 6.Payroll Relief 401K Program Invst Rltd: Yes 20 Terry St Hicksville NY 11801 Referral prtnr Start Date: 9/17 Hrs/mth: 17-32 Hrs/mth dur trdng hrs: 15-28 Duties: Work w/Payroll Relief client to underst& client need & recommend the plan. 7.NYSACOC - NY South Asian Chmbr of Commerce Invstmt Rltd: No 217 04 Northern Blvd. Ste # 04 Bayside NY 11361 Board Pos Title: Member, BOD Start Date: 5/18 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14: Organizing events, making representations, helping members, strategic decision making for the organization 8.Rotary Eye Institute Navsari, India Invstmt Rltd: No 9.Dudhiya Talav Navsari FO - Foreign INDIA 396445 Board Pos Title: Trustee Start Date: 1/93 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14 Duties: None 10.Shreeji Hicksville Summer LLC, Inv Rltd: No 20 Terry St Hicksville NY 11801 Real Estate Co-Owner Start Date: 12/7/17 Hrs/mth: 0-1 11.Dalal Capital Advisors, LLC , Inv Rltd: Yes 960 South Broadway, Ste 113, Hicksville NY 11801 Insurance Producucer Start Date: 02/21 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14 12.Shreeji Westbury LLC Invstmt Rltd: No Terry St Hicksville NY 11801 Real Estate Co-Owner Start Date: 10/20/16 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14, Maintain prop; 13.HICKSVILLE GRAPE LANE, LLC POS: Owner NATURE: Owns Real Estate that is rented out INVSTMT RLTD: No # OF HRS: 1 SECTIES TRADING HRS: 0 START DATE: 5/18 ADDRESS: 49 Grape Lane, Hicksville NY 11801,DESC: Locating renter, managing prop, collecting rent.14. SHREEJI HICKSVILLE APOLLO LLC POS: Owner NATURE: Purchase Home & rent it out. INVST RLTD: Yes # OF HRS: 1 SECTIES TRADING HRS: 0 START DATE: 12/21 ADDRESS: 20 Terry Street, Hicksville NY 11801, DESC: Complete purchase of prop, oversee renvatin & rntng 15.IIT KGP FOUNDATION Volunteer: Indian Institute of Technology, Kharagpur, INDIA is a univ. It is my Alma Mater. The foundation seeks to raise money from Alumni for the univ. It is a reg 501 c 3 org in the US. INV RLTD: No, # OF Hrs: 2 SEC Trding HRS: 0 START DATE: 05/02/22,11208 John Galt Blvd, Omaha NE 68127. As a Trustee, attend Board meetings, help in coordinating w/donors for events to raise money, interact w/the univ for needs 16.MEKKURRI WEALGH ADVISORS,POS: Owner NATURE: INVSTMT RLTD: Yes # OF HRS: 80 SECTIES TRADING HRS: 80 START DATE: 4/24,ADDRESS: 960 S Broadway, Ste 115B, Hicksville NY 11801,DESC: Managing RIA 17.OHANA GLOBAL ALLIANCE,POS: Owner NATURE: Global & US distributor of Life Insurance & Fixed Rate Annuities (Fixed Products) INVSTMT RLTD: 0 # OF HRS: 10 SECTIES TRADING HRS: 0 START DATE: 3/25, ADDRESS: 825 S. Primrose Ave, Ste E, Monrovia CA 91016,DESC: Create a distbtn system for Ohana products for India & Indian diaspora the world over.ind RIA 18.INTERNATIONAL MONEY MATTERS PVT LTD POSTIN: Investor NATURE: Full service financial planning firm in India. Manages Money, sells life insurance. All under the Indian laws for Secties firms. INVSTMT RLTD: Yes # OF HRS: 5 SECTIES TRADING HRS: 0 START DATE: 07/02/25 ADDRESS: 101-103, Mittal Tower, A Wing, 1st Floor, MG Road, Bangalore Karnataka 560001, India DESCRPTIN: To be a guide to help grow & develop business using my knowledge & experience with our firm in the US
CRS (Client Relationship Summary) - RIA
Click below to view Paresh B Shah's 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®
Start date: 2016
Experience
Current
April 3, 2024 - Present
MERKKURI WEALTH ADVISORS LLC
Office #1: 333 Jericho Turnpike Suite 211, Jericho, NY 11753RIA
CRD#: 330164
JERICHO, NY
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 333 Jericho Turnpike Suite 211, Jericho, NY 11753RIA
BD
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
BD
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
BD
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
BD
CRD#: 46173
HICKSVILLE, NY
Past
December 15, 2003 - March 3, 2005
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
TAMPA, FL
Past
November 11, 2003 - December 19, 2003
CONTINENTAL BROKER-DEALER CORP.
BD
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".
MW
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.RR
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
RR
California(11/3/2025)
RR
Connecticut(11/3/2025)
RR
Florida(11/4/2025)
RR
Georgia(11/3/2025)
RR
Illinois(11/3/2025)
RR
Indiana(11/3/2025)
RR
Iowa(11/3/2025)
RR
Maryland(11/3/2025)
RR
Massachusetts(11/3/2025)
RR
Missouri(11/3/2025)
RR
Nevada(11/3/2025)
RR
New Jersey(11/3/2025)
IAR
New York(4/3/2024)
RR
New York(11/3/2025)
RR
North Carolina(11/3/2025)
RR
Ohio(11/3/2025)
RR
Pennsylvania(11/3/2025)
RR
Rhode Island(11/3/2025)
RR
Tennessee(11/3/2025)
IAR
Texas(4/4/2024)
RR
Texas(11/3/2025)
RR
Virginia(11/3/2025)
RR
Washington(11/3/2025)
RR
Wisconsin(11/3/2025)
RR
Wyoming(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MW
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)Upgrade to AdvisorCheck Premium
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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
7
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 363 |
| AUM (Assets Under Management) | $ 181,943,248 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
