Brandon Thorsten has been CEO/Chief Compliance Officer of Merrithew & Thorsten since January 2001, is a control person of the firm and directly owns between 50% and 75% of it. Brandon Thorsten holds a BA in Political Science from the University of California, San Diego.
Merrithew & Thorsten, Inc. is a San Diego, CA firm with $155M under management, 125 clients and 2 advisers in one office, as of its February 2026 filing.
Brandon Thorsten works with Les Merrithew on all aspects of the financial planning process at Merrithew & Thorsten, Inc. In 1996 he helped form Merrithew & Associates, later Merrithew & Thorsten, Inc. His focus areas are portfolio construction, investment management, tax planning, retirement planning and the financial planning process.
- Merrithew & Thorsten, Inc.Current– present · 14 yearsSan Diego, CA · Adviser representative · Firm CRD 133563
Professional designations
Listed by Merrithew & Thorsten
- CFP®
Investment adviser representative registrations
Brandon Thorsten is registered as an investment adviser representative in 2 states. The first approvals date from June 2012; the most recent is Texas, in November 2021.
- CaliforniaSince 18 June 2012
- TexasSince 10 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 26 April 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 April 1996 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brandon Eric Thorsten
- CRD
- 2731216
- Firm
- Merrithew & Thorsten · CRD 133563
- Role
- CEO/Chief Compliance Officer
- Office
- 9820 WILLOW CREEK ROAD, SUITE 200, San Diego, CA 92131
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fee-only-planner.com
Where does Brandon Thorsten work?
Brandon Thorsten has been CEO/Chief Compliance Officer of Merrithew & Thorsten, Inc. since January 2001, and is a control person of the firm.
Is Brandon Thorsten a financial advisor?
Yes. Brandon Thorsten has a current investment-adviser registration in California and Texas, through Merrithew & Thorsten since June 2012.
How many years of experience does Brandon Thorsten have?
Brandon Thorsten has 14 years in the financial industry, since June 2012, across 1 adviser firm.
What exams has Brandon Thorsten passed?
Brandon Thorsten has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in April 1996.
Where is Brandon Thorsten based?
Brandon Thorsten’s registered office is in San Diego, CA.
Is Brandon Thorsten registered with FINRA?
No. Brandon Thorsten has no current broker registration.
Is Brandon Thorsten a CFP?
Merrithew & Thorsten lists Brandon Thorsten with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Brandon Thorsten MS, CFP®, E.A. biography, fee-only-planner.com
How can I verify Brandon Thorsten’s record?
Search CRD 2731216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Thorsten’s full registration record.
