Terence A Gibbons

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 10/2018
  The Catholic University Of America
  Washington, DC
• 10/2018 → 01/2019
  Unemployed
  Westport, CT
• 01/2019 → 03/2020
  Northwestern Mutual
  Westport, CT
• 09/2019 → 03/2020
  Northwestern Mutual Investment Services, Llc
  Westport, CT
• 05/2020 → 12/2020
  Massmutual
  New York, NY
• 07/2020 → 12/2020
  Mml Investors Services, Llc
  New York, NY
• 03/2021 → 01/2025
  Ameriprise Financial Services, Llc
  Oxford, CT
• 06/2026 → Present
  Merit Financial Advisors
  New Cumberland, PA
• 06/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2025 → 02/2025
  Unemployed
  Stamford, CT
• 03/2026 → 04/2026
  Unemployed
  Stamford, CT
• 02/2025 → 03/2026
  Granite Group Advisors, Llc
  Stamford, CT
• 01/2021 → 12/2022
  Utica University
  Utica, NY
• 03/2021 → 01/2025
  Nancy S. Daoud & Associates, Llc
  Oxford, CT
• 03/2020 → 05/2020
  Unemployed
  Westport, CT
• 12/2020 → 01/2021
  Unemployed
  Stamford, CT

Previous Registrations

• 2021-03-25 → 2025-02-03
  Ameriprise Financial Services, Llc
  Oxford, CT
  Harrison, NY
  Stamford, CT
• 2020-08-13 → 2020-12-16
  Mml Investors Services, Llc
  New York, NY

Other Businesses

1) Merit Financial Advisors. Investment-Related. Address: At registered location. Registered Investment Adviser. IAR/Service Advisor. Start Date: 4/2026. Hours/Month During Trading Hours: 160 hours. Duties: Servicing clients. 2) Independent Insurance Agent. Investment-Related. Address: At registered location. Fixed Insurance. Agent. Start Date: 4/2026. Hours/Month During Trading Hours: 10 hours. Duties: Provide insurance advice based on the needs of client(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-30
• S63 Uniform Securities Agent State Law Examination
  2019-10-16

Other Names

• Terence A Gibbons
• Terence Alexander Gibbons