Carl Camillo
Carl Camillo is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Parma, OH, with 33 years of industry experience. Carl is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Parma, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carl is an independent insurance agent selling various insurance products since 1992 and is a senior partner at Financial Management Strategies, dedicating about a quarter of his time to financial planning. He also consults for a law firm and serves in leadership roles for financial professional organizations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Financial Management Strategies, INC.
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Sun Investment Services CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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