Merlin's Priest

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
3
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 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

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

    Migual Patterson

    Chief Executive OfficerCRD 5126220

Contacts

2 of 2
  • Thomas Shaffer

    Thomas Shaffer

    Licensed BankerCRD 5944204

  • John Upshaw

    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