PC
PC

Philip Camerlengo

23 Years of Experience
Middleton, MA
Broker

Philip Camerlengo is a registered investment advisor, based in Middleton, MA, with 23 years of industry experience.

Location

11 Lebeau Dr, Middleton, MA, 01949

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Philip works full-time as a financial advisor at Camerlengo Financial Services, providing various financial services to clients. He is also a minority limited partner in Greybrook Atlanta Value-Add Limited Partnership, a residential real estate investment, but has no management responsibilities.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
July 2003 - September 2025 · 22 yrs 2 mos
Avantax Investment Services, INC.Broker
September 2002 - September 2025 · 23 yrs
State Registrations7 states
CACOCTFLMAMENH
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Philip Camerlengo - Financial Advisor | TrueAdvisor