Charles Patrick Carmona
Investment adviser representative at Westmore Asset Management
5 yearsExperience
2 statesRegistered in
$54.5MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
5 years in the industry.
- Westmore Asset ManagementAug 2021 to now
- Rena Advisors LLCJul 2012 to now
- Torino Capital LLCOct 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Westmore Asset Management
Legal name: Rena Advisors LLC
$54.5MAssets managed
7Clients
1Advisers
14 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
- 2446429
- Firm CRD
- 164431