Carl Joseph Camillo

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 04/2000 → Present
  Financial Management Strategies, Inc.
  Valley View, OH
• 03/1996 → Present
  Carl Camillo
  Valley View, OH
• 03/1996 → 04/2019
  Plancorp, Inc.
  Valley View, OH
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Carl Camillo (Tax)
  Parma, OH
• 04/2019 → 04/2021
  Vantage Financial Group
  Cleveland, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-25 → 2013-09-03
  Walnut Street Securities, Inc.
  Valley View, OH
  Valley View, OH

Other Businesses

(1) INDEPENDENT INSURANCE AGENT,DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE FROM BUSINESS ADDRESS, BEGAN 06/1992, 10HRS/WKDY ONLY. (2) CFP,PROVIDE FINANCIAL PLANNING, ESTATE PLANNING, EMPLOYEE BENEFITS CONSULTING AND COLLEGE FUNDING ADVICE FOR CLIENTS, MOSTLY ON A NON-FEE BASIS. PERHAPS ONCE OR TWICE A YEAR, A CLIENT WILL APPROACH ME TO CONSULT ON A FEE BASIS, IN WHICH CASE A FEE WILL BE CHARGED THROUGH FINANCIAL MANAGEMENT STRATEGIES (RIA),BEGAN 01/2005,1HR/WKDY ONLY (3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 04/2019 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, HEALTH AND LONG TERM CARE ; (4) EXPERT WITNESS IN SECURITIES ARBITRATION CASES 1 WEEKDAY HOUR STARTED 10/01. (5) NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES, INC. - CRD# 120818; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: SENIOR PARTNER/PART OWNER; START DATE: 1/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; (6) NAME OF OTHER BUSINESS: CARL CAMILLO; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSULTING; START DATE: 10/2001; POSITION/TITLE/RELATIONSHIP: CONSULTANT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: INDEPENDENT CONTRACTOR TO LAW FIRM, PROVIDING KNOWLEDGE AND EXPERTISE IN THE INDUSTRY TO DETERMINE IF A CASE IS VIABLE; (7) NAME OF OTHER BUSINESS: CARL CAMILLO (Tax) INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/1/2027 POSITION/TITLE/RELATIONSHIP: TAX PLANNING AND PREPERATION APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: TAX PLANNING AND PREPARATION (8) NAME OF OTHER BUSINESS: NORTHEAST OH ASSOC OF FINANCIAL PROESSIONAL; INVESTMENT RELATED: NO; ADDRESS: 601 W. BAGLEY RD BEREA, OH 44017; NATURE OF BUSINESS: BOARD; START DATE: 1/1/2024; POSITION/TITLE/RELATIONSHIP: DIRECTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, SERVE ON COMMITTEES AS ASSIGNED OR I VOLUNTEERED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant