Merlin's Priest
Firm details
- Headquarters
- Anderson, Indiana
- CRD number
- 334898
- Registered since
- February 27, 2026
Firm profile
FINTRXOverview
Merlin's Priest is organized as a limited liability company and is listed as an SEC-registered adviser with a registration year of 2026. Ownership is identified as an individual rather than a corporate or institutional owner. The firm is categorized as "Unclassified" in the available data and does not present itself as a capital allocator. Flags in the snapshot indicate it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser to another registered entity. The publicly available profile contains minimal descriptive material about the firm's activities or advisory model; no client segments, fee structure, investment approach, or service lines were provided. The absence of detail limits what can be said about target clients or portfolio construction from the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Migual Patterson
Chief Executive OfficerCRD 5126220
Contacts
2 of 2
Thomas Shaffer
Licensed BankerCRD 5944204

John Upshaw
FinanceCRD 5511420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Anderson, IN
Madison
Location
Anderson, IN
Headquartered in Anderson, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Madison
- Address
- 5411 Dr Mlk Jr Blvd
- Time zone
- ET (UTC-5)
- Office locations
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