Michael Camargo, financial advisor Woodland Hills CA
93 score

Michael Camargo

CRD Number: 3014562
Current Firm: Strategic Advisers, Inc.

Michael Camargo (CRD# 3014562) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Woodland Hills, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Newbury, CA Nov 2007 - Current 9
Farmers Financial Solutions Agoura Hills, CA Aug 2007 - Oct 2007 < 1
Fsc Securities Corporation, Inc. Woodland Hills, CA Oct 2005 - Aug 2007 1
Owip Holdings Simi Valley, CA Oct 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Michael J. Camargo
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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