DM
David S. Merrell
TBH GLOBAL ASSET MANAGEMENT
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 2948055
DM
Professional summary
David Stuart Merrell, who also goes by Dave Merrell, is a registered financial advisor currently at TBH GLOBAL ASSET MANAGEMENT, LLC located in Brentwood, Tennessee.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dave Merrell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. RENTAL PROPERTY; NOT INVESTMENT RELATED; NO TIME DURING MARKET HOURS; RENTAL; PASSIVE OWNER. 2. Orion CFO, LLC, 30 N Gould Street, Ste. R, Sheridan, WY 82801, Bookkeeping / Accounting, Owner, Passive ownership, On-Going, less than 1 hour a month. Not investment-related. 3. Investment Related - Mr. Merrell is an owner and Director of Operations for TBH Advisors, a related advisor to TBH Global. 25% Owner less than 5 hours a month. Brentwood, TN. 4. Mr. Merrell is appointed as a Director for SCC Bancshares, Inc. which is a holding company for St. Clair County State Bank in Missouri. TBH Global and TBH Advisors and their respective officers and owners do not recommend this bank or any of its affiliates to clients or prospective clients. Less than 1 hour a month. This activity is an investment-related entity. 5. Mr. Merrell will serve as a personal trustee with regard to the accounts of the trust beneficiaries of the client(s) and will perform certain trustee responsibilities, as outlined in each separate trust agreement (which may include a bill-paying service) as well as provide fiduciary investment management advice to the trust. Trust services are separate from investment management and advisory services and are outlined in a separate agreement. When clients engage a member of our firm as a Trustee, they should be aware that they will pay fees for the trust services as well as investment management fees. Less than 20 hours a month. This activity began in 2021 and is investment related.
CRS (Client Relationship Summary) - RIA
Click below to view David Stuart Merrell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2008 - Present
TBH GLOBAL ASSET MANAGEMENT, LLC
Office #1: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027RIA
CRD#: 145536
Brentwood, TN
Past
April 18, 2001 - December 21, 2007
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
FRANKLIN, TN
Past
November 24, 1997 - May 2, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 24, 1997 - May 2, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TG
TBH GLOBAL ASSET MANAGEMENT, LLC
TBH ADVISORS | TBH SPORTS | TBH INVEST | TBH GLOBAL ASSET MANAGEMENT, LLC | TBH FRANKLIN | TBH COOL SPRINGS
CRD#: 145536 / SEC#: 801-68624
RIA
Registered Investment Advisory firm - (1/2/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/30/2014)
IAR
Tennessee(1/4/2008)
IAR
Texas(9/19/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TG
TBH GLOBAL ASSET MANAGEMENT, LLC
TBH ADVISORS | TBH SPORTS | TBH INVEST | TBH GLOBAL ASSET MANAGEMENT, LLC | TBH FRANKLIN | TBH COOL SPRINGS
CRD#: 145536 / SEC#: 801-68624
RIA
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Contact information
Main Address
6 Cadillac Dr. Suite 300, Brentwood, TN 37027
Mailing Address
Phone number
(615) 690-4820
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,627 |
| AUM (Assets Under Management) | $ 1,274,662,966 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2025 | ||
| 03/28/2024 | ||
| 02/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
