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Christopher Daniel Merrill

KEY Investment Services LLC

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About Christopher Daniel Merrill

Christopher Merrill is a registered investment advisor with Key Investment Services LLC. Christopher has been in the financial services industry since 2016. Christopher holds a Series 6, 7, 63 and 65 securities license as well as the SIE exam. Christopher is a registered investment advisor in 26 states.

Firm Information

Christopher Merrill is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Christopher Merrill’s Registration & Firm History

OH

09/07/2018 - Present

KEY Investment Services LLC (BROOKLYN OH)

MI

04/25/2016 - 09/09/2016

THE HUNTINGTON INVESTMENT COMPANY (STURGIS MI)

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Licenses & Designations

IA

Issued 09/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/25/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Daniel Merrill.
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