Barrack Yard Advisors
47yrs
Top advisor by experience in Maryland
4yrs
James Merrill
Financial advisor at Binnacle Financial Group
James Merrill is a fiduciary financial advisor in Chevy Chase, Maryland, with 4 years in the industry. James joined Binnacle Financial Group in 2022, a firm offering financial planning and investment management. Binnacle Financial Group reports being paid through a percentage of assets and hourly fees.
One of 108 advisors with offices in Chevy Chase, and one of 103 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeChevy Chase, MD
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$4.05 million
States licensed ?1 state
Services through Binnacle Financial Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowBinnacle Financial Group LLCCurrent firm
Contact James
(301) 867-7020Binnacle Financial Group main office Chevy Chase, MDOffice · Get directions Firm websitewww.binnacleadvice.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Binnacle Financial Group at (301) 867-7020 and ask for James Merrill. James works from the Chevy Chase, MD office.
How long has James been a financial advisor?
James has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does James hold?
Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Binnacle Financial Group reports being paid by a percentage of the assets they manage, hourly fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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