Adviser and broker representative · Key Investment Services LLC
Camilla B. Merrick
CRD 2064465 · Geneseo, NY
At a glance
Camilla B. Merrick is an investment adviser representative with Key Investment Services LLC in Geneseo, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Camilla’s SEC record dates to 2012, about 14 years ago. Camilla is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Key Investment Services LLCSince May 2026Geneseo, NY · $8.9B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Camilla’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.