Larry Merrell Wood
Investment adviser representative at Keystate Advisory, LLC
18 yearsExperience
1 stateRegistered in
$16.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Keystate Advisory, LLCFeb 2011 to now
- Keystate Corporate ManagementMar 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NV).
Keystate Advisory, LLC
$16.6BAssets managed
80Clients
9Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5193775
- Firm CRD
- 156226