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 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

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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