Charles Camilleri is a registered investment advisor, based in Valhalla, NY, with 25 years of industry experience.
Location
200 Summit Lake Drive, Suite 360, Valhalla, NY, 10595
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2025Pending
Other Business Activities
Charles is a branch owner/advisor for Camilleri Wealth Management, a DBA/support company. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 2021 - May 2025 · 4 yrs 1 mo
Ameriprise Financial Services, LLCBroker
December 2005 - May 2025 · 19 yrs 5 mos
Hsbc Securities (USA) INC.Broker
October 2005 - January 2006 · 3 mos
Ameriprise Financial Services, INC.Broker
August 2000 - September 2005 · 5 yrs 1 mo
Ids Life Insurance CompanyBroker
August 2000 - September 2005 · 5 yrs 1 mo
State Registrations23 states
CACOCTDEFLGAILMAMDMEMIMNNCNHNJNYOHPARISCTNTXWA
AdvisorBrokerBoth
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
No exam information available for this advisor.