Unclaimed Profile

Camilla B Merrick

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

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 79TO, Series 82TOChFCClean record14 years registeredWALL 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. · 14 years registered

Brand Profile

Not yet started

Career History

KEY INVESTMENT SERVICES LLC

May 2026 – present

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Jan 2023 – May 2026

WILMINGTON, DE

M&T SECURITIES, INC.

Apr 2018 – Dec 2021

Geneseo, NY

LPL FINANCIAL LLC

Jan 2017 – Feb 2018

PITTSFORD, NY

WALL STREET FINANCIAL GROUP, INC

May 2012 – May 2016

FAIRPORT, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Series 82TO

Registration record

First registered · May 31, 2012

Years registered · 14

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALL STREET FINANCIAL GROUP, INC.

CRD 35830 · SEC 801-58292

AUM

$448M

Regulatory assets under management

Employees

2,408 client accounts

Services offered by WALL STREET FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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