Kenneth
Merritt

Destra Capital Advisors LLC

CRD#2449420
Investment Advisor
in Bozeman, MT

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About this Advisor

Kenneth Merritt is a financial advisor who works in Bozeman, Montana with 7 years of industry experience. Merritt is on the advisory team at Destra Capital Advisors LLC. They have worked at Destra Capital Advisors Llc for their whole career. Merritt holds Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois and Texas. Destra Capital Advisors LLC is an advisory firm based in Bozeman, MT. It administers $188 million in assets between its three client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Destra Capital Advisors Llc offers portfolio management for investment companies. Fees for financial advisory services are based on which service is provided. Fees charged by Destra Capital Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

443 N. Willson Avenue
Bozeman, MT 59715

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Destra Capital Advisors LLC Brokerage Details

Total Assets Under Management

$187,974,161

MT Average: $2,609,029,241
Total Number of Employees

13

MT Average: 66
Total Number of Accounts

3

MT Average: 6,076
Average Account Size

$62,658,054

MT Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

Kenneth Merritt Work History

Kenneth has been registered as a financial advisor for 7 years.*

2012 - Present (12 years)

Destra Capital Investments LLC

*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 Kenneth Merritt 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 Destra Capital Advisors LLC

Daniel Watnee
Bozeman, MT
David Tabone
Chesterbrook, PA
Thomas Benton
Carlsbad, CA
Kenneth Merritt
Bozeman, MT
Robert Watson
Bozeman, MT
Eric Haines
Denver, CO
Rosa Valencia
Bozeman, MT
Jacob Schultz
Bozeman, MT

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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