MERIT FINANCIAL PARTNERS LLC

MERIT FINANCIAL PARTNERS LLC of MASPETH, NY is an SEC-registered investment adviser (CRD 141359). Regulatory assets under management: $308.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Richard Michael TerryCHIEF COMPLIANCE OFFICER, MANAGING MEMBER—
Elizabeth Mckee CoxPRINCIPAL, MANAGING MEMBER—
TERRY MICHAELCHIEF COMPLIANCE OFFICER, MANAGING MEMBER—
COX ELIZABETH MCKEEPRINCIPAL, MANAGING MEMBER—

Branch offices (2)

CityStateEmployeesPhone
WESTPORTCT4203-221-2799
WESTPORTCT4203-221-2799

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