Best Investors Account Sign in
Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-09-19
CT RA APPROVED 2018-09-04
  • TX RA
    APPROVED
    Since 2018-09-19
  • CT RA
    APPROVED
    Since 2018-09-04

Branch Locations

126 North Street, Danbury, CT 06811 • United States

Danbury, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Ansonia CT 11/2016 08/2018
Raymond James Financial Services,Inc Danbury CT 08/2018 Present
Raymond James Financial Services Advisors, Inc Danbury CT 09/2018 Present
Union Savings Bank Danbury CT 08/2018 Present
Weath Group Financial Advisors Danbury CT 08/2018 06/2024
Wells Fargo Advisors, Llc Ansonia CT 05/2014 08/2018
Previous Registrations
Other Businesses

1)Name of Business: Wealth Group Financial Advisors Address: 126 North St, Danbury, CT, 06811, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Providing financial services and products in conjunction with Raymond James guidelines.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-21
S63 Uniform Securities Agent State Law Examination 1999-02-04
  • S65 Uniform Investment Adviser Law Examination
    2007-02-21
  • S63 Uniform Securities Agent State Law Examination
    1999-02-04
Other Names
  • Vincent M Camarota
  • Vincent Michael Camarota

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Danbury, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor