MERLIN'S PRIEST

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
ANDERSON, Indiana
CRD number
334898
Registered since
February 27, 2026

Firm profile

FINTRX

Overview

Merlin's Priest is organized as a limited liability company and is listed as SEC-registered in 2026. Ownership is indicated as an individual owner and the firm is classified in the dataset as "unclassified." The record flags Merlin's Priest as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also marked as a single-state adviser (not multi-state) and is not identified as a newly formed adviser in the dataset. Public-facing details about the firm's business model are minimal. The firm has not supplied information on its advisory activities, fee structure, client types, or broader business activities in the data provided, which limits visibility into its target market and service offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MIGUAL PATTERSON

    Chief Executive OfficerCRD 5126220

Contacts

1 of 1
  • John Upshaw

    FinanceCRD 5511420

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth