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Shamik P. Shah

MERKKURI WEALTH ADVISORS
JERICHO, NY 11753
Some features on this profile are disabled
CRD#: 7080089
SS

Professional summary

Shamik Paresh Shah is a registered financial advisor currently at MERKKURI WEALTH ADVISORS LLC located in Jericho, New York.

Shamik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Shamik has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Shamik Paresh 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®
None

Experience

Current

November 29, 2025 - Present

MERKKURI WEALTH ADVISORS LLC

Office #1: 333 Jericho Turnpike Suite 211, Jericho, NY 11753
RIA
CRD#: 330164
JERICHO, 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.

Highlighted states indicate IAR registrations

IAR
New York
(11/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2026
Securities Industry Essentials Examination

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)
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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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERKKURI WEALTH ADVISORS, LLC DISCLOSURE BROCHURE (3/18/2026)

Regulatory assets under management

Total Number of Accounts601
AUM (Assets Under Management)$ 204,061,905

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.

Company Information

MERKKURI WEALTH ADVISORS LLC

CRD#: 330164Jericho, NY 11753

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