Timothy R Merrill
Investment adviser representative at Star Capital Inc.
12 yearsExperience
2 statesRegistered in
$143.6MFirm assets
3 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Star Capital Inc.Jul 2014 to now
- Next Finanical Group IncJan 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Star Capital Inc.
$143.6MAssets managed
701Clients
3Advisers
3 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
- 5696495
- Firm CRD
- 171057