Christopher Merrill, financial advisor Brooklyn OH

Christopher Merrill

CRD Number: 6624827
Current Firm: Key Investment Services LLC

Christopher Merrill (CRD# 6624827) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services Dayton, OH Aug 2020 - Current 1
Key Investment Services Dayton, OH Sep 2018 - Aug 2020 1
Keybank Elkhart, IN Sep 2018 - Aug 2020 1
Key Investment Services, LLC Dayton, OH Jan 2018 - Sep 2018 < 1
Keybank Elkhart, IN Jan 2018 - Sep 2018 < 1
Keybank Elkhart, IN Sep 2016 - Jan 2018 1
Key Investment Services, LLC Dayton, OH Sep 2016 - Jan 2018 1
The Huntington Investment Company Columbus, OH Mar 2016 - Sep 2016 < 1
Huntington Bank Sturgis, MI Oct 2014 - Sep 2016 1
Abbott Sturgis, MI May 2014 - Sep 2014 < 1
Western Michigan Kalamazoo, MI Aug 2011 - Jun 2014 2
Gnc Kalamazoo, MI Aug 2012 - May 2014 1
Mountainside Medical Boulder, CO Apr 2012 - Aug 2012 < 1
Hungry Howies Texas Corners, MI Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Christopher D. Merrill
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,449
    MILLIONS
  • Total Number of Accounts
    21,284
    ACCOUNTS
  • Average Account Value
    $162,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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