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Christine Marie Heroux

Chief Compliance OfficerMerkkuri Wealth Advisors LLCCRD 6124348

About Christine Marie Heroux

Christine Marie Heroux is listed as Chief Compliance Officer at Merkkuri Wealth Advisors LLC in Jericho, NY. Form ADV reports a beneficial ownership band of Under 5%. Christine Marie Heroux is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Merkkuri Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Christine Marie Heroux work?

Christine Marie Heroux is listed as Chief Compliance Officer at Merkkuri Wealth Advisors LLC on SEC Form ADV.

How much of Merkkuri Wealth Advisors LLC does Christine Marie Heroux own?

Form ADV reports a beneficial ownership band of Under 5%.

Merkkuri Wealth Advisors LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024

Summit Wealth Group LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025

Langley Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024

Brian Low Financial Group, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024