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Timothy R Merrill

STAR CAPITAL INC.·EDINA, Minnesota
SIE, Series 7, Series 63, Series 65Clean record12 years registeredSTAR CAPITAL INC.
200 SOUTHDALE CENTER, EDINA, MN 55435CRD# 5696495Firm CRD# 171057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy R Merrill · EDINA, MN
Registration
CRD #5696495 · STAR CAPITAL INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

Aug 2014present
Jun 2014Sep 2015
ROCHESTER, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · June 30, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STAR CAPITAL INC.
CRD 171057 · SEC 801-128552
AUM
$136M
Regulatory assets under management
Employees
7
1,549 client accounts
Services offered by STAR CAPITAL INC.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Timothy R Merrill offer?
Timothy R Merrill specializes in Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Timothy R Merrill's credentials?
Timothy R Merrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy R Merrill located?
Timothy R Merrill is based in EDINA, Minnesota, working with STAR CAPITAL INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Timothy R Merrill charge for services?
Timothy R Merrill's firm is compensated through percentage of aum, subscription fees, other: sub-advisor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAR CAPITAL INC.?
STAR CAPITAL INC. has approximately 7 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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