Richard Michael Terry
Investment adviser representative at Merit Financial Partners LLC
20 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$308.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Merit Financial Partners, LLCJan 2018 to now
- Mtp AdvisorsJun 2006 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
Merit Financial Partners LLC
$308.2MAssets managed
197Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4406407
- Firm CRD
- 141359