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Merkkuri Wealth Advisors LLC financial advisors in Jericho, NY

Every SEC-registered investment adviser representative at a Merkkuri Wealth Advisors LLC office in Jericho, A to Z.

The short answer

3 registered advisors work at Merkkuri Wealth Advisors LLC in Jericho, out of 3 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Merkkuri Wealth Advisors LLC advisors in Jericho, A to Z

Every Merkkuri Wealth Advisors LLC advisor →

Tom P. HomesteadAlso a broker rep
Paresh B. ShahCertified Financial Planner · Also a broker rep
Shamik P. ShahInvestment adviser rep

Merkkuri Wealth Advisors LLC advisors in every city and state →Merkkuri Wealth Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Jericho

All Jericho advisors →

Morgan Stanley 80 UBS Financial Services Inc. 31 Oppenheimer & Co. Inc. 21 LPL Financial LLC 16 Osaic Wealth, Inc. 15 RBC Capital Markets, LLC 15 Ameriprise Financial Services, LLC 10 Opal Wealth Advisors, LLC 7 First Long Island Investors, LLC 6 Commonwealth Financial Network 4 Cetera Investment Advisers LLC 3 Lebenthal Global Advisors, LLC 3

Questions

How many financial advisors does Merkkuri Wealth Advisors LLC have in Jericho?

3 investment adviser representatives are registered at Merkkuri Wealth Advisors LLC offices in Jericho, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Merkkuri Wealth Advisors LLC one of the largest advisor employers in Jericho?

Merkkuri Wealth Advisors LLC ranks number 13 in Jericho by registered advisors; Morgan Stanley has the most, with 80.

How do I check a Merkkuri Wealth Advisors LLC advisor in Jericho?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merkkuri Wealth Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.