Matthew Merrill has been an investment adviser representative at Bright Road Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners. Matthew Merrill holds a BS in Aerospace Engineering from Texas A&M University.
Bright Road Wealth Management, LLC is an Anchorage, AK firm with $443M under management, 622 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Matt Merrill is Financial Advisor of Bright Road Wealth Management. He is a long-time investor who started in real estate and rental properties, and a licensed realtor in Texas focused primarily on helping military families. He served in the United States Marine Corps as an F-18 pilot.
- – present · 4 yearsCorpus Christi, TX · Adviser representative · Firm CRD 164408
Investment adviser representative registrations
Matthew Merrill is registered as an investment adviser representative in Texas, since January 2022.
- TexasSince 1 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew John Merrill
- CRD
- 7362811
- Firm
- Bright Road Wealth Management · CRD 164408
- Office
- 14493 SPID, Unit 402, Corpus Christi, TX 78418
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightroadwealth.com
Where does Matthew Merrill work?
Matthew Merrill is an investment adviser representative registered through Bright Road Wealth Management, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Merrill a financial advisor?
Yes. Matthew Merrill has a current investment-adviser registration in Texas, through Bright Road Wealth Management since January 2022.
How many years of experience does Matthew Merrill have?
Matthew Merrill has 4 years in the financial industry, since December 2021, across 1 adviser firm.
What exams has Matthew Merrill passed?
Matthew Merrill passed the Series 65 in December 2021.
Where is Matthew Merrill based?
Matthew Merrill’s registered office is in Corpus Christi, TX.
Is Matthew Merrill registered with FINRA?
No. Matthew Merrill has no current broker registration.
How can I verify Matthew Merrill’s record?
Search CRD 7362811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Merrill’s full registration record.
