Edward Esposito
Merit Financial Partners · Staten Island, New York
Edward Esposito is a fee-only financial advisor at Merit Financial Partners in Staten Island, New York. Merit Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Merit Financial Partners |
|---|---|
| Based in | Staten Island, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $308.2M across 564 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7448071 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.meritfinancialpartners.com |
How Edward's firm compares
- Merit Financial Partners's average account is about $547,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Edward
Is Edward Esposito a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Merit Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Merit Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Esposito based?
Edward Esposito is based in Staten Island, New York.
Is Edward Esposito registered with the SEC?
Yes. Edward Esposito is registered as an investment adviser representative in NY (CRD 7448071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Merit Financial Partners manage?
Merit Financial Partners reports $308.2M across 564 accounts in assets under management.
How do I contact Edward Esposito?
Through Edward's website, www.meritfinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Staten Island
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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