Chief Compliance Officer, Managing Member · Merit Financial Partners LLC
Richard M. Terry
CRD 4406407 · 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 Richard M. Terry on its Form ADV as Chief Compliance Officer, Managing Member, a control person.
Firms and roles
- Merit Financial Partners LLCChief Compliance Officer, Managing MemberWealth manager · Maspeth, NY · $308M in regulatory assets
AtlasMembers
Richard’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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Colleagues named on the same filings
- Elizabeth M. CoxPrincipal, 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 Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.