Camille Jayde Svitek
Investment adviser representative at Evermay Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$1.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Evermay Wealth Management, LLCMay 2024 to now
- Prime Capital Investment Advisors, LLCOct 2023 to Apr 2024
- Sendero Wealth ManagementMay 2021 to Sep 2023
- Smartbiz LoansJul 2019 to May 2021
- AndelaJul 2018 to Jul 2019
- WorkawayJul 2017 to Jul 2018
- Tsw InvestmentsFeb 2015 to Jul 2017
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (DC, VA).
Evermay Wealth Management, LLC
$1.3BAssets managed
567Clients
23Advisers
17 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
- 7392354
- Firm CRD
- 149230