John
Merrill
Capital Analysts
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About this Advisor
John Merrill is a financial advisor operating in Worcester, Massachusetts with a total of 9 years of industry experience. Merrill is an advisor for Capital Analysts. Their career trajectory has included roles at Fidelity Investments, Lincoln Investment Planning, Clifford & Rano Associates, Banner Life Insurance and American General Life Insurance Company. Merrill holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Massachusetts. Capital Analysts is a business headquartered in Fort Washington, PA. It has offices in 274 locations and a total of 682 advisors. It has $6 billion in total assets among its 19,951 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 22 charities and foundations. Of its 19,951 customer accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets. Capital Analysts provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which service is provided. However, fee types charged by Capital Analysts most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$6,286,886,486
682
19,951
$315,116
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Merrill Work History
John has been registered as a financial advisor for 9 years.*
Lincoln Investment Planning
Clifford & Rano Associates
Banner Life Insurance
American General Life Insurance Company
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Merrill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Analysts
Feeding Hills, MA
Beachwood, OH
Amherst, MA
Worcester, MA
North Dartmouth, MA
Waltham, MA
Cleveland, OH
Amherst, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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