Clifford J. Camarda
CAMARDA WEALTH ADVISORY GROUP
Ocala, FL
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CRD#: 2357470
Professional summary
Clifford Jonathan Camarda, CFP®, ChFC®, CLU®, CPWA®, who also goes by Cj Camarda, Clifford J Camarda, Jonathan Camarda, is a registered financial advisor currently at CAMARDA WEALTH ADVISORY GROUP located in Ocala, Florida.
Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Clifford has worked at 6 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cj Camarda | Clifford J Camarda | Jonathan Camarda
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.
1. DBA OF PEAK ALPHA WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: JACKSONVILLE BEACH, FL NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: OWNER AND FINANCIAL ADVISOR START DATE: 03/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: PARK PLACE REALTY INC INVESTMENT RELATED: YES ADDRESS: JACKSONVILLE BEACH, FL NATURE OF BUSINESS: REAL ESTATE START DATE: 03/2019 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 POSITION/TITLE/RELATIONSHIP: REAL ESTATE AGENT BRIEF DESCRIPTION OF DUTIES: REFER INDIVIDUALS WHOM EXPRESS INTEREST IN REAL ESTATE TRANSACTIONS TO PARK PLACE REALTY NETWORK 3. NAME OF OTHER BUSINESS: INSTITUTIONAL EQUITY SOLUTIONS, LLC INVESTMENT RELATED: YES ADDRESS: ORANGE PARK, FL NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2010 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: 100% OWNER OF LLC USED TO RECEIVE COMPENSATION FROM CAMARDA WEALTH ADVISORY GROUP
CRS (Client Relationship Summary) - RIA
Click below to view Clifford Jonathan Camarda's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
November 11, 2021 - Present
CAMARDA WEALTH ADVISORY GROUP
Office #2: 4745 Sutton Park Ct. Suite 202, Jacksonville, FL 32224RIA
CRD#: 113784
Ocala, FL
Past
January 23, 2019 - November 4, 2021
CARROLL FINANCIAL ASSOCIATES INC
RIA
CRD#: 105427
JACKSONVILLE, FL
Past
November 23, 2016 - March 7, 2019
PROSPERITY CAPITAL GROUP, INC.
RIA
CRD#: 149414
Jacksonville Beach, FL
Past
August 27, 2001 - July 5, 2016
CAMARDA WEALTH ADVISORY GROUP
RIA
CRD#: 113784
ORANGE PARK, FL
Past
March 26, 2001 - September 1, 2004
SUNSET FINANCIAL SERVICES, INC.
BD
CRD#: 3538
KANSAS CITY, MO
Past
March 4, 1996 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
March 4, 1996 - December 31, 1999
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
June 30, 1993 - August 30, 1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
June 30, 1993 - August 30, 1994
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
CW
CAMARDA WEALTH ADVISORY GROUP
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. | WEALTHSPRING | EXCALIBUR PRIVATE WEALTH | CAMARDA WEALTH ADVISORY GROUP, LLLP | CAMARDA WEALTH ADVISORY GROUP | CAMARDA FINANCIAL ADVISORS,INC. | CAMARDA FINANCIAL ADVISORS, LLC | CAMARDA FINANCIAL ADVISORS , LLC
CRD#: 113784 / SEC#: 801-61028
RIA
Registered Investment Advisory firm - (4/2/2002 Approved)Florida
Registered Investment Advisory firm - (4/2/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/15/2021)
IAR
Texas(11/11/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CAMARDA WEALTH ADVISORY GROUP
CAMARDA BROTHERS FINANCIAL ADVISORS, INC. | WEALTHSPRING | EXCALIBUR PRIVATE WEALTH | CAMARDA WEALTH ADVISORY GROUP, LLLP | CAMARDA WEALTH ADVISORY GROUP | CAMARDA FINANCIAL ADVISORS,INC. | CAMARDA FINANCIAL ADVISORS, LLC | CAMARDA FINANCIAL ADVISORS , LLC
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
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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
20
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,106 |
| AUM (Assets Under Management) | $ 325,295,188 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
