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 registered as an SEC investment adviser with an effective year of 2026. The firm is owned by an individual and is listed in data sources as "unclassified" for its business classification. Public information flags it as not a capital allocator and not an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. Available fields for client base, advisory activities and fee structure were blank in the source data, so there is no published description of the firm's client segments, services offered, or billing model.
Assets & Accounts
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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