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Financial Advisor
New York
Jericho
MERKKURI WEALTH ADVISORS LLC

MERKKURI WEALTH ADVISORS LLC

Tel: 516-268-3446 333 Jericho Turnpike Suite 211 Jericho, New York 11753

About MERKKURI WEALTH ADVISORS LLC

MERKKURI WEALTH ADVISORS LLC is a Jericho, New York based financial advisory firm with nearly $156,183,061 in assets under management and provides investment advisory services for 482 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

330164

Firm SEC#:

801-129728

Assets Under Management:

$156,183,061

No. of Clients:

482

No. of Advisors:

7

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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