Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
2yrs
Patrick Meraz
Financial advisor at PFG Advisors
Patrick Meraz has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Houston, Texas. After a year at Cuso Financial Services, Patrick joined PFG Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. PFG Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office16430 Park Ten Pl, Houston, TX 77084
FirmPFG Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$421,263
Advisors at the firm83
States licensed ?1 state
Services through PFG Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowPFG AdvisorsCurrent firm
- May 2024 – Mar 2025Cuso Financial Services, L.P.Previously
Contact Patrick
(800) 405-8850Firm headquarters in Phoenix, AZ. Ask for Patrick. 16430 Park Ten PlHouston, TX 77084Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 PFG Advisors at (800) 405-8850 and ask for Patrick Meraz. Patrick works from the Houston, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 2 years. 2 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?
PFG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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