MERIT FINANCIAL PARTNERS LLC

MASPETH, New York·2 registered advisors·CRD# 141359
SEC# 801-1117831718-898-0871
01

Firm Overview

AUM
$257M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIATED FEE FOR ASSET MANAGEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MERIT FINANCIAL PARTNERS LLC

2 registered advisors
Elizabeth Mckee Cox
MASPETH, New York
Richard Michael Terry
MASPETH, New York
05

Office Locations

MASPETH, New York
2 advisors

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Data sourced from SEC Form ADV filings. MERIT FINANCIAL PARTNERS LLC (CRD# 141359) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.