Patrick Stephen Beale
Investment adviser representative at Merit Financial Advisors
14 yearsExperience
2 statesRegistered in
$23.9BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Merit Financial AdvisorsAug 2025 to now
- Merit Financial Group dba Merit Financial AdvisorsAug 2025 to now
- Purshe Kaplan Sterling InvestmentsAug 2025 to now
- Commonwealth Financial NetworkApr 2023 to Aug 2025
- Global Wealth AdvisorsApr 2023 to Aug 2025
- LPLMay 2012 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4761440
- Firm CRD
- 142457