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 listed in FINTRX as having become an SEC-registered investment adviser in 2026. Ownership is recorded as individual-owned and the firm is classified as unclassified in the database. FINTRX flags indicate the firm is not a capital allocator and is not identified as an active ESG investor. Additional operational attributes in the FINTRX snapshot show Merlin's Priest is not designated as a multi-state adviser, not a pension consultant, and not recorded as a related adviser. FINTRX does not list discrete entries for the firm's fee model, client segments, specific advisory activities, or business lines in the profile provided.
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
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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