Philip Camerlengo (CRD# 4584823) is an Investment Advisor Representative working at Avantax Advisory Services in Naples, FL and has over 21 years of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Camerlengo Financial Services | Wakefield, MA | Jan 2022 - Current | 2 |
| Avantax Advisory Services | Wakefield, MA | Jun 2003 - Current | 20 |
| Avantax Investment Services | Waketielo, MA | Sep 2002 - Current | 21 |
| Camerlengo & Asso. | Waketielo, MA | Jan 1992 - Apr 2015 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- FL
- MA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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