Carl Joseph Camillo
Investment adviser representative at Financial Management Strategies, Inc.
30 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$714.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Carl Camillo (tax)Jun 2026 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Financial Management Strategies, Inc.Apr 2000 to now
- Carl CamilloMar 1996 to now
- Vantage Financial GroupApr 2019 to Apr 2021
- Plancorp, Inc.Mar 1996 to Apr 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Financial Management Strategies, Inc.
$714.2MAssets managed
1,895Clients
21Advisers
20 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
- 2330113
- Firm CRD
- 120818