Jay Merrill
Jay Merrill is a registered investment advisor at Capital Analysts, based in Worcester, MA, with 16 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
57 Cedar Street, Worcester, MA, 01609
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay solicits life insurance business for multiple companies, dedicating minimal time to each, and is also involved with BNI Mass, a networking group. He is the treasurer, secretary, and 50% owner of McGrath & Merrill Associates, Inc., an independent financial advisor office, taking about a quarter of his time.
Employment History
Current Registrations
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.