Thomas Razzano
Professional Summary
Thomas Razzano, who also goes by Thomas (none) Razzano I, Thomas (none) Razzano, Thomas Razzano I, Tom Razzano, is a registered financial advisor currently at CAMARDA WEALTH ADVISORY GROUP located in Fleming Island, Florida. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Thomas has worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas (none) Razzano I, Thomas (none) Razzano, Thomas Razzano I, Tom Razzano
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
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
Contact Information
Main Address
4371 Hwy 17 #201, Fleming Island, FL 32003Phone Number
(904) 278-1177# of Employees
17SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
928AUM (Assets Under Management)
$315,368,825Similar Advisors
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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.
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Primary Firm SEC Registration
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
State Registrations and Notice Filings
(2/11/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2001About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2001About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Razzano's CRS (Customer Relationship Summary).
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