William J. Chvala

Some features on this profile are disabled

CRD#: 1299772

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William James Chvala was a registered financial advisor .

William is a previously registered financial advisor and started their career in finance in 1984. William had worked at 8 firms and has passed the Series 65, Series 63, Series 5, Series 15, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 29, 2010 - August 16, 2011

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

FLEMING ISLAND, FL

Past

August 13, 2001 - January 28, 2005

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

RICHMOND, VA

Past

May 1, 1997 - November 16, 1998

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

Past

December 11, 1995 - April 25, 1997

ROUND HILL SECURITIES, INC.

CRD#: 35223

ALAMO, CA

Past

March 20, 1990 - December 13, 1995

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

April 11, 1988 - April 2, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

July 27, 1987 - April 11, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

June 29, 1987 - July 14, 1987

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

September 25, 1984 - July 14, 1987

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784 / SEC#: 801-61028

RIA

Registered Investment Advisory firm - (4/2/2002 Approved)

Florida

Registered Investment Advisory firm - (4/2/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/22/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 5/8/1985

Interest Rate Options Examination

General Industry/Product Exam

Series 15

Date: 5/1/1985

Foreign Currency Options Examination

General Industry/Product Exam

Series 3

Date: 3/19/1985

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

Current Firm

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784 / SEC#: 801-61028

RIA

Registered Investment Advisory firm - (4/2/2002 Approved)

Florida

Registered Investment Advisory firm - (4/2/2002 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4371 Hwy 17 #201, Fleming Island, FL 32003

Mailing Address

Phone number

(904) 278-1177

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMARDA WEALTH ADVISORY GROUP ADV PART 2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts	1,106
AUM (Assets Under Management)	$ 325,295,188

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William J. Chvala

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CREATIVE FINANCIAL DESIGNS, INC.

NORTHEAST SECURITIES, LLC

ROUND HILL SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

E. F. HUTTON & COMPANY INC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

CAMARDA WEALTH ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2010

Series 63

Date: 10/1/1984

Series 5

Date: 5/8/1985

Series 15

Date: 5/1/1985

Series 3

Date: 3/19/1985

Series 7

Date: 9/15/1984

Current Firm

CAMARDA WEALTH ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMARDA WEALTH ADVISORY GROUP

TRUST BUT VERIFY

Similar Advisors