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Ljubisa Vrcelj

Camarda Wealth Advisory Group

Fleming Island, FL

CRD 7651600

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Employer firm

Camarda Wealth Advisory Group CRD 113784

$315M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Camarda Wealth Advisory Group

4371 Hwy 17 #201, Fleming Island, FL 32003 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-09
  • FL RA
    APPROVED
    Since 2022-11-09

Branch Locations

4371 Hwy 17 #201, Fleming Island, FL 32003 • 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
Camarda Wealth Advisory Group Fleming Island FL 10/2022 Present
Bank Of Montreal Windsor, Ontario 01/2020 10/2022
Ig Wealth Management Windsor, Ontario 01/2016 01/2020
  • 10/2022 → Present
    Fleming Island, FL
  • 01/2020 → 10/2022
    Bank Of Montreal
    Windsor, Ontario
  • 01/2016 → 01/2020
    Ig Wealth Management
    Windsor, Ontario
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-05
S66 Uniform Combined State Law Examination 2022-05-05
  • S65 Uniform Investment Adviser Law Examination
    2022-11-05
  • S66 Uniform Combined State Law Examination
    2022-05-05
Designations
  • Certified Financial Planner
Other Names
  • Lou Vrcelj

View on SEC IAPD

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