Richard Michael Terry (CRD# 4406407) is an Investment Advisor Representative and owner of Mtp Advisors in Maspeth, NY and has 18 years of experience in the finance industry. Mr. Terry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. He also has an MBA from New York University's Stern School of Business, and a Master's in Music from University of Memphis. He has worked at Time Magazine, People Magazine, and spent 10 years at Money Magazine. MTP Advisors is a fee-only firm. We never take any commissions or finders fees. We work on an hourly or retainer basis. MTP Advisors manages over $50,000,000 on a flat fee basis on the Charles Schwab and Company platform. MTP Advisors is registered in New York, Connecticutt and Texas.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merit Financial Partners, LLC | Woodside, NY | Jan 2018 - Current | 6 |
| Mtp Advisors | Maspeth, NY | Jun 2006 - Dec 2017 | 11 |
- FL
- NJ
- NY
- TX
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Total Assets Under Management257MILLIONS
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Total Number of Accounts562ACCOUNTS
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Average Account Value$457,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, NJ, NY, TX
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