Mtp Advisors

Mtp Advisors (CRD# 141359) is a financial advisory firm headquartered in Maspeth, NY. They manage $51,546,556 in 182 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $283,223
Compensation Options
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY, TX

Financial Advisors at Mtp Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Elizabeth M. Cox
CRD#: 2235759
69-64 Grand Avenue, Maspeth, NY 11378
96
Wealthminder
score

Elizabeth Cox (CRD# 2235759) is an Investment Advisor Representative working at Mtp Advisors in Maspeth, NY and has over 24 years of experience in the finance industry. Elizabeth Cox 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Hrefna S. Martin
CRD#: 5923804
191 Post Road West, Westport, CT 06880
96
Wealthminder
score

Hrefna Martin (CRD# 5923804) is an Investment Advisor Representative working at Mtp Advisors in Westport, CT and has over 5 years of experience in the finance industry. Hrefna Martin 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard M. Terry
CRD#: 4406407
69-64 Grand Avenue, Maspeth, NY 11378
95
Wealthminder
score

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.

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