CM
ChFC
CM
ChFC

Camilla B Merrick

30 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
156 clients
Average Client Portfolio
$111.7M average
Assets Under Management
$17.4B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Minimum Annual Fee:$7,500
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Location

Wilmington Trust Center, 1100 North Market Street, Wilmington, DE, 19890-0001

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History

Regulatory History
Clean regulatory record

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.

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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
Wilmington Trust Investment Advisors, INC.
January 2023 - Present · 3 yrs 1 mo
M&t Securities, INC.
April 2018 - Present · 7 yrs 10 mos
M&t Securities, INC.Broker
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
M&t Securities, INC.
April 2018 - December 2021 · 3 yrs 8 mos
LPL Financial LLC
January 2017 - February 2018 · 1 yr 1 mo
LPL Financial LLCBroker
January 2017 - February 2018 · 1 yr 1 mo
Wall Street Financial Group, INC
May 2012 - May 2016 · 4 yrs
Wall Street Financial Group, INC.Broker
May 2012 - May 2016 · 4 yrs
MML Investors Services, LLCBroker
November 2005 - May 2012 · 6 yrs 6 mos
Cadaret, Grant & CO., INC.Broker
May 2004 - November 2005 · 1 yr 6 mos
Mcdonald Investments INC.Broker
May 2000 - May 2004 · 4 yrs
Cadaret, Grant & CO., INC.Broker
May 1996 - November 1996 · 6 mos
Oppenheimerfunds Distributor, INC.Broker
January 1996 - March 1996 · 2 mos
Rochester Fund DistributorsBroker
August 1990 - January 1996 · 5 yrs 5 mos
State Registrations2 states
MDNY
AdvisorBroker
Exams
No exam information available for this advisor.
Camilla B Merrick - Financial Advisor | TrueAdvisor