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Principal, Managing Member · Merit Financial Partners LLC

Elizabeth M. Cox

CRD 2235759 · Named on Form ADV at one SEC-registered adviser

At a glance

Merit Financial Partners LLC, an SEC-registered wealth manager based in Maspeth, NY with $308 million in regulatory assets, lists Elizabeth M. Cox on its Form ADV as Principal, Managing Member, a control person.

Firms and roles

AtlasMembers

Elizabeth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard M. TerryChief Compliance Officer, Managing Member, Merit Financial Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.