David Benjamin Merritt

Employer firm

Boyle Capital CRD 132416

$342M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Boyle Capital Management, Llc
  West Des Moines, IA
• 02/2014 → Present
  Sterling Financial Advisory Services, Llc
  West Des Moines, IA
• 12/2005 → Present
  Brinkman & Reed, Cpas
  Estherville, IA

Previous Registrations

• 2008-01-09 → 2016-04-01
  Dewaay Capital Management
  West Des Moines, IA
• 2012-08-29 → 2014-06-19
  Commerce Wealth Advisers, Llc
  Clive, IA
• 2008-01-09 → 2009-02-02
  Commerce Wealth Advisers, Llc
  Johnston, IA
• 2000-01-18 → 2008-02-06
  Ernst & Young Investment Advisers Llp
  Des Moines, IA

Other Businesses

#1) BRINKMAN & REED, CPA'S. 103 S. 6TH ST. ESTHERVILLE, IA 51334. : TITLE- CPA: START- 12/2008: 4% OWNER: TYPE OF BUSINESS- CPA FIRM: 10 HRS PER/MTH. :::#2)STERLING FINANCIAL ADVISORY SERVICES, LLC. 1603 22ND STREET, SUITE 204, WEST DES MOINES, IA 50266: TITLE- CPA: START- 02/2014: 66.7% OWNER: TYPE OF BUSINESS: CPA FIRM: 200 HRS PER/MTH. :::

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-04

Other Names

• David B Merritt