Terence A Gibbons
Investment adviser representative at Merit Financial Advisors
14 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Merit Financial AdvisorsJun 2026 to now
- Purshe Kaplan Sterling InvestmentsJun 2026 to now
- UnemployedMar 2026 to Apr 2026
- Granite Group Advisors, LLCFeb 2025 to Mar 2026
- UnemployedJan 2025 to Feb 2025
- Ameriprise Financial Services, LLCMar 2021 to Jan 2025
- Nancy S. Daoud & Associates, LLCMar 2021 to Jan 2025
- Utica UniversityJan 2021 to Dec 2022
- UnemployedDec 2020 to Jan 2021
- MML Investors Services, LLCJul 2020 to Dec 2020
- MassmutualMay 2020 to Dec 2020
- UnemployedMar 2020 to May 2020
- Northwestern Mutual Investment Services, LLCSep 2019 to Mar 2020
- Northwestern MutualJan 2019 to Mar 2020
- UnemployedOct 2018 to Jan 2019
- The Catholic University of AmericaAug 2012 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 7059147
- Firm CRD
- 142457