Philip Joseph Camerlengo

Current Employers

Employment History

• 09/2002 → 09/2025
  Avantax Investment Services
  Waketielo, MA
• 06/2003 → 09/2025
  Avantax Advisory Services
  Wakefield, MA
• 01/2022 → Present
  Camerlengo Financial Services
  Wakefield, MA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Danvers, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Wakefield, MA

Previous Registrations

• 2003-07-14 → 2025-09-05
  Avantax Advisory Services
  Wakefield, MA
  Naples, FL
  Wakefield, MA
  Danvers, MA
  Middleton, MA

Other Businesses

1) CAMERLENGO FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Provide financial services to clients. Services include but are not limited to Retirement Planning, College Funding and Planning, Legacy Planning and Wealth management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 107 Audubon Road, Wakefield MA 01880, Responsible (Along with my son, Matt Camerlengo Rep# 38695) for all aspects of above including hands on planning and communication with Clients. All business transacted through Avantax. 2) GREYBROOK ATLANTA VALUE-ADD LIMITED PARTNERSHIP POSITION: Minority Limited Partner NATURE: Residential real estate apartment buildings in Atlanta area. Property to be upgraded and sold within a four year period. I am a minority investor and a Limited Partner. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2023 ADDRESS: 107 Audubon Rd, Building 2, Suite 110, Wakefield MA 01880, United States DESCRIPTION: I am a minority investor and a Limited Partner. I have no input to management nor any further responsibilities outside of my initial investment.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-09