Matthew John Merrill
Investment adviser representative at Bright Road Wealth Management, LLC
28 yearsExperience
1 stateRegistered in
$443.3MFirm assets
6 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Bright Road Wealth Management, LLCMar 2021 to now
- Southwest AirlinesJan 2018 to now
- United States Marine CorpsMay 1998 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bright Road Wealth Management, LLC
$443.3MAssets managed
622Clients
9Advisers
6 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
- 7362811
- Firm CRD
- 164408