J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
13yrs
Patrick Merrill
Financial advisor at Stifel, Nicolaus & Company
Patrick Merrill has worked in the financial industry for 13 years and is a fiduciary financial advisor based in San Francisco, California. Patrick has been with Stifel, Nicolaus & Company since 2018. Patrick’s designations include CFA and CFP®.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
OfficeOne Montgomery Street Suites 3300, 3500, 3600, & 3700, San Francisco, CA 94104
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2014 – 2016Stifel, Nicolaus & Company, IncorporatedPreviously
Contact Patrick
One Montgomery Street Suites 3300, 3500, 3600, & 3700San Francisco, CA 94104Office · Get directions Firm main line(314) 342-2000Headquarters: Stifel, Nicolaus & Company · St. Louis, MO
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Patrick Merrill. Patrick works from the San Francisco, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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