Canterbury Investment Management
46yrs
Top advisor by experience in Zionsville
New
Patrick Gothard
Financial advisor at Merrill
Patrick Gothard is a fiduciary financial advisor in Zionsville, Indiana, registered since Apr 2026. Patrick joined Merrill in 2026, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 84 advisors with offices in Zionsville, and one of 78 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office10800 N Michigan Rd, Zionsville, IN 46077
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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 2026 – nowMerrillCurrent firm
Contact Patrick
Local office(317) 732-9736Ask for Patrick. (800) 637-7455Main office · New York, NY 10800 N Michigan RdZionsville, IN 46077Office · 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?
- At a firm this size, will I work with you directly or with a service team?
- 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 Patrick’s local office at (317) 732-9736 or the Merrill main office at (800) 637-7455, and ask for Patrick Gothard.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Apr 2026, and holds 1 license.
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?
Merrill 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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