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Richard Michael Terry

MERIT FINANCIAL PARTNERS LLC·MASPETH, New York
Clean recordMERIT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Michael Terry is a registered financial advisor based in MASPETH, New York, affiliated with MERIT FINANCIAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MERIT FINANCIAL PARTNERS LLC
MERIT FINANCIAL PARTNERS LLC
AUM
$257M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MERIT FINANCIAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIATED FEE FOR ASSET MANAGEMENT
Regulatory
SEC/IARD CRD# 4406407
Firm CRD# 141359
View on FINRA BrokerCheck →

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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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Research
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