Merit Financial Partners LLC
● SEC registered since 2017CRD 141359SEC# 801-111783Maspeth, NY
Reg. AUM
$308.2M
Employees
5
Accounts
564
Location
Maspeth, NY
Merit Financial Partners LLC assets under management
Merit Financial Partners LLC is a registered investment adviser overseen by the SEC based in Maspeth, NY. The firm has been registered since 2017. It reports $308.2 million in regulatory assets under management and employs 5 people.
Merit Financial Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth McKee Cox Control | Principal, Managing Member | 50-75% | 2016 |
| Richard Michael Terry Control | Chief Compliance Officer, Managing Member | 50-75% | 2006 |
Frequently asked questions
How much does Merit Financial Partners LLC manage?
Merit Financial Partners LLC reports $308.2 million in regulatory assets under management on its Form ADV.
How many employees does Merit Financial Partners LLC have?
Merit Financial Partners LLC reports 5 employees.
Where is Merit Financial Partners LLC located?
Merit Financial Partners LLC is based in Maspeth, NY and has been SEC-registered since 2017.
Does Merit Financial Partners LLC disclose fund performance?
Merit Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 69-64 Grand Avenue, Maspeth, NY 11378 |
| Phone | 718-898-0871 |
| Fax | 718-732-2402 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$308.2M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$308.2Mregulatory AUM
Discretionary $308.2M