Shamik Shah has been an investment adviser representative at Merkkuri Wealth Advisors since November 2025, and is not listed among the firm’s executive officers or direct owners.
Merkkuri Wealth Advisors LLC is a Jericho, NY firm with $204M under management, 286 clients and 3 advisers in one office, as of its March 2026 filing.
- Merkkuri Wealth Advisors LLCCurrent– present · under a yearJericho, NY · Adviser representative · Firm CRD 330164
Investment adviser representative registrations
Shamik Shah is registered as an investment adviser representative in New York, since November 2025.
- New YorkSince 29 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 17 August 2026 |
| SIE | Securities Industry Essentials Examination | 28 February 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 November 2025 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shamik Paresh Shah
- CRD
- 7080089
- Firm
- Merkkuri Wealth Advisors · CRD 330164
- Office
- 333 JERICHO TURNPIKE, SUITE 211, Jericho, NY 11753
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Shamik Shah work?
Shamik Shah is an investment adviser representative registered through Merkkuri Wealth Advisors LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Shamik Shah a financial advisor?
Yes. Shamik Shah has a current investment-adviser registration in New York, through Merkkuri Wealth Advisors since November 2025.
How many years of experience does Shamik Shah have?
Shamik Shah has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Shamik Shah passed?
Shamik Shah has passed 3 licensing exams: the Series 65, SIE and Series 7TO. The earliest, the Series 65, was passed in November 2025.
Where is Shamik Shah based?
Shamik Shah’s registered office is in Jericho, NY.
Is Shamik Shah registered with FINRA?
Yes. Shamik Shah has a current broker registration, under CRD 7080089.
Source: FINRA BrokerCheck
How can I verify Shamik Shah’s record?
Search CRD 7080089 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Shamik Shah’s full registration record.
- Christine HerouxChief Compliance Officer
Paresh ShahOwner