Leslie Merrithew has been CFO of Merrithew & Thorsten since January 2001, is a control person of the firm and directly owns between 50% and 75% of it.
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.
Les Merrithew is a Registered Investment Advisor at Merrithew & Thorsten, Inc. He entered the financial planning profession in 1980 as a tax preparer. In 1993 he became a Registered Investment Advisor with the California State Department of Corporations, now the Department of Financial Protection and Innovation. He focuses on tax planning and preparation, estate planning and administration, retirement planning and real estate.
- 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
Leslie Merrithew is registered as an investment adviser representative in California, since June 2012.
- CaliforniaSince 15 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 1992 |
| Series 24 | General Securities Principal Examination | 12 December 1989 |
| Series 7 | General Securities Representative Examination | 20 July 1985 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Leslie Robert Merrithew
- CRD
- 4889902
- Firm
- Merrithew & Thorsten · CRD 133563
- Role
- CFO
- 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 Leslie Merrithew work?
Leslie Merrithew has been CFO of Merrithew & Thorsten, Inc. since January 2001, and is a control person of the firm.
Is Leslie Merrithew a financial advisor?
Yes. Leslie Merrithew has a current investment-adviser registration in California, through Merrithew & Thorsten since June 2012.
How many years of experience does Leslie Merrithew have?
Leslie Merrithew has 14 years in the financial industry, since June 2012, across 1 adviser firm.
What exams has Leslie Merrithew passed?
Leslie Merrithew has passed 3 licensing exams: the Series 7, Series 24 and Series 63. The earliest, the Series 7, was passed in July 1985.
Where is Leslie Merrithew based?
Leslie Merrithew’s registered office is in San Diego, CA.
Is Leslie Merrithew registered with FINRA?
No. Leslie Merrithew has no current broker registration.
Is Leslie Merrithew a CFP?
Merrithew & Thorsten lists Leslie Merrithew with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Leslie Merrithew CFP®, E.A. biography, fee-only-planner.com
How can I verify Leslie Merrithew’s record?
Search CRD 4889902 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leslie Merrithew’s full registration record.
