Merit Financial Partners LLC
Merit Financial Partners LLC (CRD# 141359) is a financial advisory firm headquartered in Maspeth, NY. They manage $257,078,893 in 562 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management257MILLION
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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
Melissa Adams (CRD# 2147886) is an Investment Advisor Representative working at Merit Financial Partners LLC in Maspeth, NY and has over 21 years of experience in the finance industry.
Elizabeth Cox (CRD# 2235759) is an Investment Advisor Representative working at Merit Financial Partners LLC in Maspeth, NY and has over 31 years of experience in the finance industry.
Hrefna Martin (CRD# 5923804) is an Investment Advisor Representative working at Merit Financial Partners LLC in Westport, CT and has over 12 years of experience in the finance industry.
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.
Edward Esposito (CRD# 7448071) is an Investment Advisor Representative working at Merit Financial Partners LLC in Staten Island, NY and has over 2 years of experience in the finance industry.