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).

By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $457,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, TX

Financial Advisors at Merit Financial Partners LLC
Showing 1 - 5 of 5 top financial advisors.
1
Melissa W. Adams
CRD#: 2147886
69-64 Grand Avenue, Maspeth, NY 11378

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.

2
Elizabeth M. Cox
CRD#: 2235759
69-64 Grand Avenue, Maspeth, NY 11378

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.

3
Hrefna S. Martin
CRD#: 5923804
191 Post Road West, Westport, CT 06880

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.

4
Richard M. Terry
CRD#: 4406407
69-64 Grand Avenue, Maspeth, NY 11378

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.

5
Edward Esposito
CRD#: 7448071
Staten Island, NY

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.

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