Hrefna S. Martin
MERIT FINANCIAL PARTNERS LLC
Westport, CT 06880
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CRD#: 5923804
Professional summary
Hrefna S Martin, CFP®, who also goes by Hrefna Steingrimsdottir, is a registered financial advisor currently at MERIT FINANCIAL PARTNERS LLC located in Westport, Connecticut.
Hrefna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Hrefna has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Insurance Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Debt Management
Budgeting
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
Hourly
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Hrefna Steingrimsdottir
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.
RESNICK INVESTMENT ADVISORS LLC; INVESTMENT RELATED; RIA FIRM; INDEPENDENT CONTRACTOR PREPARING FINANCIAL PLANS FOR THE FIRM TO REVIEW AND DELIVER TO ITS CLIENTS; START DATE 06/2015; APPROXIMATE HOURS PER MONTH 10, SOME OR ALL MAY BE DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Hrefna S Martin'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: 2013
Experience
Current
November 17, 2015 - Present
MERIT FINANCIAL PARTNERS LLC
Office #1: 191 Post Road West, Westport, CT 06880RIA
CRD#: 141359
Westport, CT
Past
June 17, 2015 - December 31, 2016
COX FINANCIAL SERVICES, LLC
RIA
CRD#: 151773
REDDING, CT
Past
May 23, 2011 - June 1, 2015
RESNICK ADVISORS
RIA
CRD#: 105927
WESTPORT, CT
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
Connecticut(11/17/2015)
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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Company Information
MERIT FINANCIAL PARTNERS LLC
CRD#: 141359Westport, CT 06880TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
