Merrick Burleson has been an investment adviser representative at Colonial River Investments since May 2021, and is not listed among the firm’s executive officers or direct owners. Merrick Burleson holds a Business Administration degree from the University of Texas at Arlington.
Colonial River Investments, LLC is a Midlothian, VA firm with $464M under management, 1,798 clients and 8 advisers across 8 offices, as of its March 2026 filing.
Rick Burleson, Sr. is Financial Advisor of Colonial River Wealth Management. He previously served as a captain in the US Army, and his career in financial services has focused on addressing both short-term and long-term client needs. 2025 marks the year he will have spent 50 years serving clients as a financial advisor.
Merrick Burleson’s longest registration was 23 years at Voya Financial Advisors, Inc. (1997–2021). Before joining Colonial River Investments in 2021, Merrick Burleson was registered through Voya Financial Advisors, Inc.
- – present · 5 yearsAdviser representative · Firm CRD 284839
- LPL Financial LLCAlso current– present · 5 yearsPalmyra, VA · Adviser representative and broker · Firm CRD 6413
- Voya Financial Advisors, Inc.– · 23 yearsFredericksburg, VA · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
Merrick Burleson is registered as an investment adviser representative in Virginia, since May 2021.
- VirginiaSince 6 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| Series 22TO | Direct Participation Programs Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 28 July 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 May 1995 |
| Series 1 | Registered Representative Examination | 1 November 1977 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Representative Examination
- Full name
- Merrick Green Burleson
- CRD
- 845182
- Firm
- Colonial River Investments · CRD 284839
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1977
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- colonialriver.com
Where does Merrick Burleson work?
Merrick Burleson is an investment adviser representative registered through Colonial River Investments, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Merrick Burleson a financial advisor?
Yes. Merrick Burleson has a current investment-adviser registration in Virginia, through Colonial River Investments since May 2021.
How many years of experience does Merrick Burleson have?
Merrick Burleson has 48 years in the financial industry, since December 1977, across 3 adviser firms.
What exams has Merrick Burleson passed?
Merrick Burleson has passed 6 licensing exams: the Series 1, Series 65, Series 63, Series 62, Series 6TO and Series 22TO. The earliest, the Series 1, was passed in November 1977. FINRA credited Merrick Burleson with the SIE, which began in October 2018.
Where did Merrick Burleson work before Colonial River Investments?
Before Colonial River Investments, Merrick Burleson was registered through Voya Financial Advisors, Inc., September 1997 to May 2021.
Is Merrick Burleson registered with FINRA?
Yes. Merrick Burleson has a current broker registration, under CRD 845182.
Source: FINRA BrokerCheck
How can I verify Merrick Burleson’s record?
Search CRD 845182 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Merrick Burleson’s full registration record.