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 that appears on SEC records with a registration year of 2026. Ownership is held by an individual and the firm is classified in the dataset as "unclassified." The provider-supplied profile indicates Merlin's Priest does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not supplied details about its advisory activities, fee structure, or client segments in the available 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
1 of 1
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
Similar firms
Sealion Capital, LLC
Broker-DealerIndianapolis, IN
Dougall & Associates Inc.
Broker-DealerSaint John, IN
CFD Investments, Inc.
Broker-DealerKokomo, IN
Thurston, Springer, Miller, Herd & Titak, Inc.
Broker-DealerIndianapolis, IN
Oneamerica Securities, Inc.
Broker-DealerIndianapolis, IN
Sycamore Financial Group
Broker-DealerKokomo, IN