Richard M. Terry
MERIT FINANCIAL PARTNERS LLC
Maspeth, NY 11378
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CRD#: 4406407
Professional summary
Richard Michael Terry, CFP®, who also goes by Michael Terry, is a registered financial advisor currently at MERIT FINANCIAL PARTNERS LLC located in Maspeth, New York.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Richard has worked at 1 firm .
Core Areas of Focus
Charitable Giving
College/Education Planning
Divorce Planning
Fixed Fee (Subscription
Retainer
etc.)
Hourly
Investment Advice with Ongoing Management
Biography
Michael is a past president of the Maspeth Chamber of Commerce and is now Executive Vice-President of the Chamber. He is a Past President of the Kiwanis Club of Maspeth. He served as Lt. Governor of the Queens West Division of Kiwanis for the 2011-2012 fiscal year and 13 of the 16 clubs in the division were awarded the Distinguished Club Designation. He remains dedicated to Kiwanis and currently serves as secretary of the Kiwanis Club of Maspeth. He has served on the executive boards of several Parent Associations and as a Cub Master for Pack 365 and Assistant Scout Master for Troop 45 in Maspeth.
Michael enjoys Bird Watching, Camping, Opera, Baroque and Classical Music as well as Jazz and other forms of music. His wife, Lisa, is a well-known Baroque Musician, featuring the cello and Viola da Gamba. Together they have two college age sons.
He has a passion for serving the community through his local Kiwanis Club and through Kiwanis International. He is especially active as an advisor to the Maspeth High School Key Club and the Districts 8 and 8A districts of the New York State Key Club. He also is active with the St. John's University Circle K.
He serves on the boards of the Kiwanis Club of Maspeth Foundation, the Queens West Kiwanis Foundation and the Martin Luther School Foundation. He has served on various non-profit boards including Parthenia Consort of Viols and ARTEK (Art of the Early Keyboard).
Question & Answer
What are your service offerings?
Investment Planning
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Michael Terry
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Michael Terry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
April 30, 2021 - Present
MERIT FINANCIAL PARTNERS LLC
Office #1: 69-64 Grand Avenue, Maspeth, NY 11378RIA
CRD#: 141359
Maspeth, NY
Past
September 3, 2015 - April 28, 2020
MERIT FINANCIAL PARTNERS LLC
RIA
CRD#: 141359
MASPETH, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MERIT FINANCIAL PARTNERS LLC
MERIT FINANCIAL PARTNERS LLC | MTP ADVISORS | MICHAEL TERRY PLANNING, LLC
CRD#: 141359 / SEC#: 801-111783
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)Connecticut
Registered Investment Advisory firm - (5/4/2020 Terminated)New York
Registered Investment Advisory firm - (4/28/2020 Terminated)Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/31/2022)
IAR
New Jersey(6/15/2021)
IAR
New York(4/30/2021)
IAR
Texas(2/25/2022)
Exams
Current Firm
MERIT FINANCIAL PARTNERS LLC
MERIT FINANCIAL PARTNERS LLC | MTP ADVISORS | MICHAEL TERRY PLANNING, LLC
CRD#: 141359 / SEC#: 801-111783
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)Connecticut
Registered Investment Advisory firm - (5/4/2020 Terminated)New York
Registered Investment Advisory firm - (4/28/2020 Terminated)Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
69-64 Grand Avenue, Maspeth, NY 11378
Mailing Address
Phone number
(718) 898-0871
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 643 |
| AUM (Assets Under Management) | $ 313,829,332 |
Red Flags
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