Cameron Athy
Advisor at Merrill — Elmhurst, IL S York Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
14 years
Location
Elmhurst, IL 60126
Merrill
Institution
Cameron Athy is a Series 66-licensed financial advisor with Merrill, based in Elmhurst, IL, and has 14 years of industry experience. He has worked at Merrill since 2011, with a brief period at BofA Securities, Inc. in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional accounts. The firm incorporates internal and third-party management approaches and supports various investment restrictions and tax-sensitive strategies.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Elmhurst, IL S York Rd
1000 S York Rd
Elmhurst IL 60126
Advisors at this office
2
Illinois · Texas
14 years of industry experience
Merrill
2019 - Present • 7 years
Elmhurst, IL
Bofa Securities, Inc.
2019 - 2019 • 1 year
Elmhurst, IL
Merrill
2011 - 2019 • 8 years
Elmhurst, IL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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