Cambridge Investment Research Advisors
46yrs
Top advisor by experience in Charlottesville
13yrs
Cameron Forrey has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Charlottesville, Virginia. Cameron has been with Merrill since 2015; before that, Cameron spent a year at TD Ameritrade and a year at TD Ameritrade Investment Management. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 275 advisors with offices in Charlottesville, and one of 255 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office2103 Barracks Rd, Charlottesville, VA 22903
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowMerrillCurrent firm
- Nov 2013 – Apr 2015TD Ameritrade, Inc.Previously
- Nov 2013 – Apr 2015TD Ameritrade Investment Management, LLCPreviously
Contact Cameron
(800) 637-7455Firm headquarters in New York, NY. Ask for Cameron. 2103 Barracks RdCharlottesville, VA 22903Office · Get directions
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Questions to ask Cameron
Tailored to Cameron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cameron
How do I contact Cameron?
Call Merrill at (800) 637-7455 and ask for Cameron Forrey. Cameron works from the Charlottesville, VA office.
How long has Cameron been a financial advisor?
Cameron has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Cameron hold?
Series 66. Tap any license on this page to see what it allows.
Is Cameron a fiduciary?
Cameron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cameron paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Cameron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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