Patrick Meraz
Investment Adviser Representative at PFG Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Meraz is an investment adviser representative with PFG Advisors in Houston, TX, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with CUSO Financial Services, L.P. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CUSO Financial Services, LPOct 2022 – Jun 2024San Diego, CA
- First Service Credit UnionOct 2022 – Jun 2024Houston, TX
- First Service Credit UnionJun 2021 – Oct 2022Houston, TX
- First Service Credit UnionNov 2020 – Jun 2021Houston, TX
- MarshallsOct 2017 – Aug 2022Houston, TX
- Texas A&M University - Corpus ChristiAug 2016 – May 2020Corpus Christi, TX
- CUSO Financial Services, LPJun 2024 – Apr 2025San Diego, CA
- First Service Credit UnionJun 2024 – no end date reportedHouston, TX
- Osaic Wealth, Inc.Apr 2025 – Nov 2025Houston, TX
- PFG Advisors LLCApr 2025 – no end date reportedPhoenix, AZ
- United PlannersNov 2025 – no end date reportedScottsdale, AZ
- InsuranceApr 2025 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PFG Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.0195
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 81
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Phoenix, AZ
- SEC file number:
- 801-80797
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 17, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Meraz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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