Camay Kwong Pascucci

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 11/2016
  Ckp Advisory Services, Llc
  Swampscott, MA
• 09/2016 → 12/2023
  Timescale Financial, Inc.
  Danvers, MA
• 11/2016 → 10/2017
  Lpl Financial Llc
  Danvers, MA
• 11/2017 → 04/2022
  Purshe Kaplan Sterlings Investments
  Albany, NY
• 06/2022 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2017-06-06 → 2023-12-31
  Timescale Financial, Inc.
  Danvers, MA
• 2005-10-05 → 2008-09-11
  Charles Schwab & Co., Inc.
  Burlington, MA

Other Businesses

Fixed insurance sales and service; investment related; 222 Rosewood Drive, 10th Floor, Danvers, MA, 01923; sales and service of non-variable insurance products; agent; 5/2019; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products

Exams

• S66 Uniform Combined State Law Examination
  2016-12-08
• S65 Uniform Investment Adviser Law Examination
  1998-10-14
• S63 Uniform Securities Agent State Law Examination
  1998-09-04

Other Names

• Camay Kwong
• Camay Kwong
• Camay Kwong Pascucci
• Camay Kwong Pascucci
• Camay Pascucci