Camilla B. Merrick
Professional summary
Camilla B Merrick, who also goes by Camilla Buck, Camilla B Janick, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Geneseo, New York.
Camilla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Camilla has worked at 10 firms and has passed the Series 66, Series 63, Series 82TO, Series 52TO, Series 79TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Camilla B Merrick's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Camilla B Merrick's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2026 - Present
KEY INVESTMENT SERVICES LLC
May 28, 2026 - Present
KEY INVESTMENT SERVICES LLC
January 10, 2023 - May 7, 2026
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
April 4, 2018 - December 23, 2021
M&T SECURITIES, INC.
April 3, 2018 - February 17, 2026
M&T SECURITIES, INC.
January 5, 2017 - February 23, 2018
LPL FINANCIAL LLC
January 4, 2017 - February 23, 2018
LPL FINANCIAL LLC
May 31, 2012 - May 19, 2016
WALL STREET FINANCIAL GROUP, INC.
May 30, 2012 - May 19, 2016
WALL STREET FINANCIAL GROUP, INC.
November 14, 2005 - May 29, 2012
MML INVESTORS SERVICES, LLC
May 12, 2004 - November 1, 2005
CADARET, GRANT & CO., INC.
May 24, 2000 - May 27, 2004
KEYBANC CAPITAL MARKETS INC.
May 10, 1996 - November 12, 1996
CADARET, GRANT & CO., INC.
January 5, 1996 - March 4, 1996
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
August 13, 1990 - January 5, 1996
ROCHESTER FUND DISTRIBUTORS
Primary Firm SEC Registration
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/28/2026)
(5/28/2026)
(5/29/2026)
Exams
Series 82TO
Date: 6/29/2023
Limited Representative-Private Securities OfferingsSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 79TO
Date: 2/23/2022
Investment Banking Registered Representative ExaminationFINRA
Current Firm
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
Contact information
SEC notice filing (44 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEYBANC CAPITAL MARKETS INC. | SOLE OWNER | 566 |
| CALABRESE, GIUSEPPE NMN | CO-CEO/PRESIDENT | 5013231 |
| DOUCE, MARK IVAN | CHIEF COMPLIANCE OFFICER | 2959137 |
| GULLA, MATTHEW TODD | CHIEF ADMINISTRATIVE OFFICER | 3040637 |
| HOTZ, BURTON BRUCE NICHOLAS | CHIEF RISK OFFICER | 3025138 |
| JANOFSKY, PAULA MARIE | OPERATIONS OFFICER | 2882776 |
| KOVACHICK, MARK ALLAN | CHIEF FINANCIAL OFFICER/DIRECTOR | 5390571 |
| SCHMIDT, SOLOMON LEE | CO-CEO/PRESIDENT | 4404279 |
| SKARDA, JOSEPH BRIEL | HEAD OF KEY WEALTH MANAGEMENT | 4288186 |
| THEBERGE, JONATHAN MARC | CHIEF OPERATIONS OFFICER | 7722891 |
| WEICK, PAUL ALFRED II | CHIEF LEGAL OFFICER | 2286289 |
Regulatory assets under management
| Total Number of Accounts | 27,533 |
| AUM (Assets Under Management) | $ 6,107,213,206 |
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
