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David Stuart Merrell

Investment adviser representative at Tbh Global Asset Management, LLC
19 yearsExperience
3 statesRegistered in
$1.5BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Tbh Global Asset Management, LLCNov 2007 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 3 states (GA, TN, TX).

Tbh Global Asset Management, LLC

$1.5BAssets managed
1,054Clients
13Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2948055
Firm CRD
145536
Advisor's SEC record (opens in a new tab)
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