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Elizabeth Mckee Cox

MERIT FINANCIAL PARTNERS LLC·MASPETH, New York
Series 7, Series 24, Series 63, Series 66Clean record20 years registeredMERIT FINANCIAL PARTNERS LLC
69-64 GRAND AVENUE, MASPETH, NY 11378CRD# 2235759Firm CRD# 141359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Mckee Cox · MASPETH, NY
Registration
CRD #2235759 · MERIT FINANCIAL PARTNERS LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL PARTNERS LLC
Mar 2010 – present
COX FINANCIAL SERVICES, LLC
Nov 2009 – Dec 2016
REDDING, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Oct 2009
SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES
Jul 2006 – Jan 2009
WILTON, CT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · July 13, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERIT FINANCIAL PARTNERS LLC
CRD 141359 · SEC 801-111783
AUM
$257M
Regulatory assets under management
Employees
6
562 client accounts
Services offered by MERIT FINANCIAL PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERIT FINANCIAL PARTNERS LLC →
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05

Frequently Asked Questions

What services does Elizabeth Mckee Cox offer?
Elizabeth Mckee Cox specializes in Financial Planning, Investment Management. Contact their office in MASPETH, New York for a consultation.
What are Elizabeth Mckee Cox's credentials?
Elizabeth Mckee Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Mckee Cox located?
Elizabeth Mckee Cox is based in MASPETH, New York, working with MERIT FINANCIAL PARTNERS LLC. Their office serves clients in the MASPETH metropolitan area and surrounding communities.
How does Elizabeth Mckee Cox charge for services?
Elizabeth Mckee Cox's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiated fee for asset management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIT FINANCIAL PARTNERS LLC?
MERIT FINANCIAL PARTNERS LLC has approximately 6 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERIT FINANCIAL PARTNERS LLC

Richard Michael Terry
MASPETH, NY

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