RIA Intelligence

MERIT FINANCIAL PARTNERS LLC

CRD #141359 SEC #801-111783 MASPETH, NY 718-898-0871
SEC Registered
Total AUM
$313.8M
Discretionary
$313.8M
Employees
6
Clients
26
Accounts
643

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
COX, ELIZABETH, MCKEEIPRINCIPAL, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control
TERRY, RICHARD, MICHAELICHIEF COMPLIANCE OFFICER, MANAGING MEMBERD Control

Registrations

Federal

IA
Oct 31, 2025 REGISTERED

Notice Filings (7)

CT FL NH NJ NY PA TX

Address

69-64 GRAND AVENUE
MASPETH, NY 11378
United States
Phone: 718-898-0871