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Richard Michael Terry

MERIT FINANCIAL PARTNERS LLC·MASPETH, New York
Clean record10 years registeredMERIT FINANCIAL PARTNERS LLC
69-64 GRAND AVENUE, MASPETH, NY 11378CRD# 4406407Firm CRD# 141359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Michael Terry · MASPETH, NY
Registration
CRD #4406407 · MERIT FINANCIAL PARTNERS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL PARTNERS LLC
Apr 2021 – present
MERIT FINANCIAL PARTNERS LLC
Sep 2015 – Apr 2020
MASPETH, NY
02

Registrations & Exams

Registration record
First registered · September 3, 2015
Years registered · 10
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 Richard Michael Terry offer?
Richard Michael Terry specializes in Financial Planning, Investment Management. Contact their office in MASPETH, New York for a consultation.
What are Richard Michael Terry's credentials?
Richard Michael Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Michael Terry located?
Richard Michael Terry 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 Richard Michael Terry charge for services?
Richard Michael Terry'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

Elizabeth Mckee Cox
MASPETH, NY

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