EE
Edward Esposito
MERIT FINANCIAL PARTNERS LLC
Staten Island, NY
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CRD#: 7448071
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Professional summary
Edward Esposito is a registered financial advisor currently at MERIT FINANCIAL PARTNERS LLC located in Staten Island, New York.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Edward has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Self-Employed. Not investment-related. Staten Island, NY Part-time self-employed tax accountant that provides tax preparation and accounting services. 01/2016 - Present. 40-60 hours per month. 25 hours per month during securities trading hours. Tax accountant providing tax preparation and accounting services.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Esposito'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®
NoneExperience
Current
September 30, 2021 - Present
MERIT FINANCIAL PARTNERS LLC
RIA
CRD#: 141359
Staten Island, 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
New York(9/30/2021)
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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