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Richard Michael Terry

Merit Financial Partners LLC

Maspeth, NY

CRD 4406407

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Employer firm

Merit Financial Partners LLC CRD 141359

$308M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Merit Financial Partners Llc

69-64 Grand Avenue, Maspeth, NY 11378 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-08-31
TX RA APPROVED 2022-02-25
NJ RA APPROVED 2021-06-15
NY RA APPROVED 2021-04-30
  • FL RA
    APPROVED
    Since 2022-08-31
  • TX RA
    APPROVED
    Since 2022-02-25
  • NJ RA
    APPROVED
    Since 2021-06-15
  • NY RA
    APPROVED
    Since 2021-04-30

Branch Locations

69-64 Grand Avenue, Maspeth, NY 11378 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mtp Advisors Maspeth NY 06/2006 12/2017
Merit Financial Partners, Llc Woodside NY 01/2018 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Richard Michael Terry
  • Michael Terry

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC ADVISORY SERVICES, LLC

Nearby Investors

ELIZABETH MCKEE COX
JOSEPH ANTHONY MANNO
Edward Esposito

Nearby Offices

J.P. MORGAN SECURITIES LLC · MASPETH, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLUSHING, NY
J.P. MORGAN SECURITIES LLC · MIDDLE VILLAGE, NY

More in Maspeth, NY

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