CC
CC

Camilla Carvalho

1 Year of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

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Location

7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102

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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

Camilla is an Investment Advisor Representative (IAR) of Spire Wealth Management, operating under the DBA Corbett Road. This activity is investment-related.

Employment History
Current Registrations
Spire Securities, LLCBroker
April 2025 - Present · 10 mos
Spire Securities, LLC
April 2025 - Present · 10 mos
Spire Wealth Management, LLC
April 2025 - Present · 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2024 - April 2025 · 5 mos
Ameriprise Financial Services, LLCBroker
September 2024 - April 2025 · 7 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.