Camelot Wealth Management, LLC

Camelot Wealth Management, LLC (CRD# 171275) is a financial advisory firm headquartered in , . They manage $41,000,000 in 228 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.camelotwealth.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $179,825
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Camelot Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian Mahoney, financial advisor Oldsmar FL
Brian G. Mahoney
CRD#: 2694964
Oldsmar, FL

Brian Mahoney (CRD# 2694964) is an Investment Advisor Representative working at Camelot Wealth Management, LLC in Oldsmar, FL and has over 28 years of experience in the finance industry.

2
Shawn Mahoney, financial advisor Oldsmar FL
Shawn P. Mahoney
CRD#: 6337349
Oldsmar, FL

Shawn Mahoney (CRD# 6337349) is an Investment Advisor Representative working at Camelot Wealth Management, LLC in Oldsmar, FL and has over 10 years of experience in the finance industry.

3
Lincoln Devine, financial advisor Oldsmar FL
Lincoln R. Devine
CRD#: 7583282
435 Lafayette Blvd., Oldsmar, FL 34677

Lincoln Devine (CRD# 7583282) is an Investment Advisor Representative working at Camelot Wealth Management, LLC in Oldsmar, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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