Investment adviser representative · Merkkuri Wealth Advisors LLC
Shamik P. Shah
CRD 7080089 · Jericho, NY
At a glance
Shamik P. Shah is an investment adviser representative with Merkkuri Wealth Advisors LLC in Jericho, NY, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Merkkuri Wealth Advisors LLCSince November 2025Jericho, NY · $204M in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shamik’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Merkkuri Wealth Advisors LLC
- Tom P. HomesteadJericho
- Paresh B. ShahJericho · Certified Financial Planner
Every advisor at Merkkuri Wealth Advisors LLC →Merkkuri Wealth Advisors LLC: assets, clients and custodians →Financial advisors in Jericho, NY →Every Merkkuri Wealth Advisors LLC advisor in Jericho →Advisor Moves: who changed firms this week →