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Camilla B Merrick

Wilmington Trust Investment Advisors, Inc.

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About Camilla B Merrick

Camilla Merrick is a financial professional with over 30 years of experience in the industry. Camilla is currently registered with Wilmington Trust Investment Advisors, Inc. and has previously held positions at LPL Financial LLC, Wall Street Financial Group, Inc., MML Investors Services, LLC, Cadaret, Grant & Co., Inc., McDonald Investments Inc., OppenheimerFunds Distributor, Inc. and Rochester Fund Distributors. Camilla has passed several securities exams, including the Series 6, 7, 24, 52TO, 53, 63, 66, 79TO, 82TO and SIE exams. Camilla is also a Chartered Financial Consultant.

Firm Information

Camilla Merrick is currently registered with Wilmington Trust Investment Advisors, Inc.. Wilmington Trust Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE, with a focus on asset allocation, economic analysis and capital markets forecasting, and lease advisory services. They manage over $16.5 billion in assets, primarily for pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors. They also provide investment management services for investment companies, charitable organizations, insurance companies, and high-net-worth individuals.
Wilmington Trust Investment Advisors, Inc.

WILMINGTON TRUST CENTER

WILMINGTON, DE 19890-0001

$16.50B

Assets Under Management

4

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Camilla Merrick’s Registration & Firm History

DE

01/10/2023 - Present

Wilmington Trust Investment Advisors, Inc. (WILMINGTON DE)

NY

01/04/2017 - 02/23/2018

LPL FINANCIAL LLC (PITTSFORD NY)

NY

05/30/2012 - 05/19/2016

WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)

NY

11/14/2005 - 05/29/2012

MML INVESTORS SERVICES, LLC (ROCHESTER NY)

NY

05/12/2004 - 11/01/2005

CADARET, GRANT & CO., INC. (SYRACUSE NY)

OH

05/24/2000 - 05/27/2004

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NY

05/10/1996 - 11/12/1996

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

01/05/1996 - 03/04/1996

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NA

08/13/1990 - 01/05/1996

ROCHESTER FUND DISTRIBUTORS

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Licenses & Designations

BOTH

Issued 09/14/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2013

Series 4 - Registered Options Principal Examination

BC

Issued 11/12/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/23/2005

Series 24 - General Securities Principal Examination

BC

Issued 06/29/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 02/23/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/10/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Camilla B Merrick.
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