RC
Rico Camerone
NEW ERA INVESTMENTS LLC
Southfield, MI 48034
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CRD#: 2576734
RC
Professional summary
Rico Camerone is a registered financial advisor currently at NEW ERA INVESTMENTS LLC located in Southfield, Michigan.
Rico is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Rico has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, Series 62, SIE, Series 7, Series 6, Series 24 and Series 51 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
NEW ERA INVESTMENTS LLC POSITION: AGENT, MEMBER, PRINCIPAL NATURE: SALES OF FIXED ANNUITIES, LIFE INS AND LTC INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 8 START DATE: 03/26/1993 ADDRESS: 28411 NORTHWESTERN HWY, SUITE 970, SOUTHFIELD MI 48034 DESCRIPTION: SALES, SERVICE AND FIXED ANNUITY, LIFE INS AND LTC PRODUCTS INTEGRITY INSURANCE AGENCY LLC POSITION: PRINCIPAL MEMBER NATURE: P AND C SALES AND LIFE INS INVESTMENT RELATED: NO NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2006 ADDRESS: 28411 NORTWESTERN HWY, SUITE 970, SOUTHFIELD MI 48034 DESCRIPTION: MANAGE COMPANY/VENDOR RELATIONSHIPS AND SALES REPS HAVEN OF HOPE POSITION: Board Member NATURE: Providing weekly food services for local low income families INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 7549 Joy Rd, Detroit MI 48206 DESCRIPTION: Board Member FAMILY ASSISTANCE FOR RENAISSANCE MEN POSITION: Board Member NATURE: Assistance for Fathers INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2016 ADDRESS: 18701 Grand River, Detroit MI 48223 DESCRIPTION: Board Member NEW ERA PROPERTIES LLC POSITION: Principal Member NATURE: Real Estate Investing INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 28411 NORTHWESTERN HWY STE 970, Southfield MI 48034, United States DESCRIPTION: Investing in commercial real estate property with several other non registered persons.
CRS (Client Relationship Summary) - RIA
Click below to view Rico Camerone'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®
NoneExperience
Current
June 10, 2021 - Present
NEW ERA INVESTMENTS LLC
Office #1: 28411 Northwestern Hwy Suite 970, Southfield, MI 48034RIA
CRD#: 312703
Southfield, MI
Past
December 23, 2015 - May 4, 2021
CAPITAL ANALYSTS
RIA
CRD#: 162200
Southfield, MI
Past
August 2, 2010 - May 4, 2021
LINCOLN INVESTMENT
RIA
CRD#: 519
Farmington Hills, MI
Past
August 2, 2010 - May 4, 2021
LINCOLN INVESTMENT
BD
CRD#: 519
Farmington Hills, MI
Past
November 10, 2009 - August 2, 2010
MM ASCEND LIFE INVESTOR SERVICES, LLC
RIA
CRD#: 36451
SOUTHFIELD, MI
Past
February 28, 2002 - August 2, 2010
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
SOUTHFIELD, MI
Past
March 15, 2001 - March 5, 2002
BRECEK & YOUNG ADVISORS, INC.
BD
CRD#: 40395
FOLSOM, CA
Past
June 20, 2000 - March 6, 2001
DONAHUE SECURITIES, INC.
BD
CRD#: 24330
CINCINNATI, OH
Past
May 12, 1999 - June 30, 2000
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
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
Michigan(6/10/2021)
IAR
Texas(2/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/24/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 3/24/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
NE
NEW ERA INVESTMENTS LLC
NEW ERA INVESTMENTS LLC
CRD#: 312703 / SEC#:
Michigan
Registered Investment Advisory firm - (2/23/2021 Approved)Texas
Registered Investment Advisory firm - (2/28/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
28411 Northwestern Hwy Suite 970, Southfield, MI 48034
Mailing Address
Phone number
(248) 352-1951
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 520 |
| AUM (Assets Under Management) | $ 20,972,163 |
Red Flags
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