Timothy Merrill has been President and Chief Compliance Officer of Star Capital since July 2019, is a control person of the firm and directly owns 75% or more of it. Timothy Merrill studied University of Wisconsin at La Crosse.
Star Capital Inc. is an Edina, MN firm with $144M under management, 701 clients and 6 advisers across 3 offices, as of its August 2026 filing.
Timothy R. Merrill, Jr. is President and a co-founder of Star Capital Inc. He gained investment experience in Chicago's financial district, where he built his market analytical skills. In 2012 he returned to Rochester with ambitions of starting his own financial firm.
Timothy Merrill’s longest registration is the current one, 12 years at Star Capital since 2014. Before joining Star Capital in 2014, Timothy Merrill was registered through Next Financial Group, Inc.
- Next Financial Group, Inc.– · 1 yearRochester, MN · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Timothy Merrill is registered as an investment adviser representative in 2 states. The first approvals date from February 2022; the most recent is Minnesota, in January 2025.
- MinnesotaSince 23 January 2025
- TexasSince 17 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 April 2012 |
| Series 7 | General Securities Representative Examination | 5 March 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy R Merrill
- CRD
- 5696495
- Firm
- Star Capital · CRD 171057
- Role
- President and Chief Compliance Officer
- Office
- 200 SOUTHDALE CENTER, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- starcapitalinvestments.com
Where does Timothy Merrill work?
Timothy Merrill has been President and Chief Compliance Officer of Star Capital Inc. since July 2019, and is a control person of the firm.
Is Timothy Merrill a financial advisor?
Yes. Timothy Merrill has a current investment-adviser registration in Minnesota and Texas, through Star Capital since August 2014.
How many years of experience does Timothy Merrill have?
Timothy Merrill has 12 years in the financial industry, since June 2014, across 2 adviser firms.
What exams has Timothy Merrill passed?
Timothy Merrill has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2012. FINRA credited Timothy Merrill with the SIE, which began in October 2018.
Where is Timothy Merrill based?
Timothy Merrill’s registered office is in Edina, MN.
Is Timothy Merrill registered with FINRA?
No. Timothy Merrill has no current broker registration.
How can I verify Timothy Merrill’s record?
Search CRD 5696495 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Merrill’s full registration record.