Camilla Merrick is a ChFC-designated registered investment advisor at Key Investment Services LLC, based in Geneseo, NY, with 31 years of industry experience. Camilla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 34,920 clients with $8.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.
Fee Estimator
Location
Geneseo, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Camilla is an employee of M&T Bank since 2018, dedicating the majority of her time to banking-related functions. She is also associated with Wilmington Trust Investment Advisors as of May 2023.
Employment History
Current Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Previous Registrations
Wilmington Trust Investment Advisors, INC.
M&t Securities, INC.
M&t Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
MML Investors Services, LLCBroker
Cadaret, Grant & CO., INC.Broker
Mcdonald Investments INC.Broker
Cadaret, Grant & CO., INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Rochester Fund DistributorsBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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