Matthew Merrill, financial advisor Corpus Christi TX

Matthew Merrill

CRD Number: 7362811
Current Firm: Bright Road Wealth Management, LLC

Matthew Merrill (CRD# 7362811) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Corpus Christi, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bright Road Wealth Management, LLC Anchorage, AK Mar 2021 - Current 1
Southwest Airlines Houston, TX Jan 2018 - Current 4
United States Marine Corps Quantico, VA May 1998 - Jan 2018 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Matthew J. Merrill
Phone Number: (907) 339-1555
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    187
    MILLIONS
  • Total Number of Accounts
    973
    ACCOUNTS
  • Average Account Value
    $191,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, TX, WA

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