Camilo Mejia
Advisor at Merrill
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.
Advisor at Merrill
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.
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
12 years
Camilo Mejia is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in serving high net worth families and individuals. With over 22 years of experience in the financial services industry, Camilo provides comprehensive financial advice and guidance focused on family wealth management strategies, liquidity management, and portfolio management services. He partners with a team of specialists to assist clients in all aspects of their financial lives, often supporting long-term goals related to entrepreneurial projects.
Camilo's career encompasses expertise in portfolio investments, financing structures, and economic development strategies, particularly in agriculture and foreign trade. He has held roles at prominent institutions including Lloyds TSB Bank, Banco Santander, and Merrill. A graduate of EAFIT University in Colombia with a degree in Business Administration, Camilo also completed the Executive Banking Program at the London School of Economics in conjunction with the Institute of Market Studies of Madrid, and the SMART program on Securities, Markets, and Regulation Training developed by the University of Miami and Banco Santander. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish.
Residing in Miami, Camilo is committed to building and maintaining strong client relationships and prioritizes attentive, tailored service. Outside of his professional role, he enjoys golfing, reading, soccer, volleyball, and watching movies.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
701 Brickell Ave
Miami, FL 33131
Florida · Texas
Bank Of America, N.a.
2014 - Present (12 years)
Merrill
2013 - Present (13 years)
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