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Larry Merrell Wood

KEYSTATE ADVISORY
LAS VEGAS, NV
·CRD# 5193775·20 years experience

Professional Summary

Larry Merrell Wood is a registered financial advisor currently at KEYSTATE ADVISORY, LLC located in Las Vegas, Nevada. Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Larry has worked at 3 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

KEYSTATE ADVISORY, LLC·CRD# 156226
RIA
3883 Howard Hughes Pkwy Suite 500, Las Vegas, NV 89169
February 11, 2011 - Present
KEYSTATE ADVISORY, LLC·CRD# 156226
RIA
Las Vegas, NV
February 11, 2011 - December 31, 2018
TRANSWESTERN CAPITAL ADVISORS, LLC·CRD# 141605
RIA
Denver, CO
December 7, 2006 - January 21, 2011
GREAT PACIFIC SECURITIES·CRD# 29251
BD
Costa Mesa, CA
August 11, 2006 - May 22, 2007

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Current Firm

KA
KEYSTATE ADVISORY, LLC

KEYSTATE ADVISORY, LLC

CRD#: 156226 / SEC#: 801-72123
RIA
Registered Investment Advisory firm - SEC (1/19/2011 Approved)

Contact Information

Main Address

3883 Howard Hughes Pkwy Suite 500, Las Vegas, NV 89169

Mailing Address

Po Box 50102, Henderson, NV 89016

Phone Number

(702) 598-3738

# of Employees

8

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

KEYSTATE ADVISORY 2026 BROCHURE DTD 3.24.26 (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

80

AUM (Assets Under Management)

$16,594,783,593

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I SERVE AS SVP OF KEYSTATE CORPORATE MANAGEMENT. KEYSTATE PROVIDES CORPORATE MANAGEMENT SERVICES TO NEVADA SPECIAL PURPOSE ENTITIES. PART OF THESE SERVICES INCLUDE PROVIDING A NEVADA RESIDENT TO SERVE AS AN INDEPENDENT OFFICER AND/OR DIRECTOR TO THOSE NEVADA SPECIAL PURPOSE ENTITIES. IN THIS CAPACITY, I SERVE AS AN OFFICER TO NUMEROUS NEVADA SPECIAL PURPOSE ENTITIES. SOME OF KEYSTATE'S CLIENTS ARE COMMUNITY BANKS. FOR THESE COMMUNITY BANKS, I SERVE AS AN OFFICER OF THE BANK'S WHOLLY OWNED NEVADA INVESTMENT SUBSIDIARY. UNDER THE DIRECTION OF THE INVESTMENT SUB'S BOARD OF DIRECTORS AND WITHIN THE LIMITS OF ITS INVESTMENT POLICY, I SERVE AS AN INVESTMENT OFFICER AND OVERSEE THE BOND PORTFOLIO OF THE BANK INVESTMENT SUBSIDIARY'S BOND PORTFOLIO. THE ADDRESS FOR ALL OF THESE ENTITIES IS 101 CONVENTION CENTER DR., SUITE 850, LAS VEGAS, NV 89109 (THE SAME AS KEYSTATE'S ADDRESS). IN TOTAL, I DEVOTE APPROXIMATELY 60% OF MY WORK HOURS (APPROX. 120 HOURS PER MONTH) TO SERVING IN THIS CAPACITY FOR MY CLIENTS. THIS TIME IS SPREAD THROUGHOUT THE DAY, BUT I DO ENSURE THAT I KEEP MY SCHEDULE OPEN AS NECESSARY TO DO MY NECESSARY WORK IN THE MARKET IN THE MORNING.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KEYSTATE ADVISORY, LLC

KEYSTATE ADVISORY, LLC

CRD#: 156226 / SEC#: 801-72123
RIA
Registered Investment Advisory firm - SEC (1/19/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Nevada
(2/11/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2006About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Aug 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Larry Merrell Wood's CRS (Customer Relationship Summary).

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LW
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