Unclaimed Profile

Camilla B Merrick

WALL STREET FINANCIAL GROUP, INC.·FAIRPORT, New York

WALL STREET FINANCIAL GROUP, INC.

255 WOODCLIFF DR, FAIRPORT, NY 14450CRD# 2064465Firm CRD# 35830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Camilla B Merrick · FAIRPORT, NY

Registration

CRD #2064465 · WALL STREET FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Camilla B Merrick is a registered financial advisor based in FAIRPORT, New York, affiliated with WALL STREET FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WALL STREET FINANCIAL GROUP, INC.

WALL STREET FINANCIAL GROUP, INC

AUM

$448M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WALL STREET FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: 12B-1 FEES

Regulatory

SEC/IARD CRD# 2064465

Firm CRD# 35830

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Camilla B Merrick offer?

Camilla B Merrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.

What are Camilla B Merrick's credentials?

Camilla B Merrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Camilla B Merrick located?

Camilla B Merrick is based in FAIRPORT, New York, working with WALL STREET FINANCIAL GROUP, INC.. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.

How does Camilla B Merrick charge for services?

Camilla B Merrick's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALL STREET FINANCIAL GROUP, INC.?

WALL STREET FINANCIAL GROUP, INC. has approximately 52 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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