Kenneth Merritt, financial advisor Bozeman MT

Kenneth Merritt

CRD Number: 2449420
Current Firm: Destra Capital Advisors LLC

Kenneth Merritt (CRD# 2449420) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Destra Capital Investments LLC Dallas, TX Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S66 NASAA Uniform Combined State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Kenneth B. Merritt
Phone Number: 877-855-3434
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $99,845,980
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA

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