Darren Thaddaeus Munn
CFAProfessional Summary
Darren Thaddaeus Munn, CFA is a registered financial advisor currently at CAMELOT PORTFOLIOS, LLC located in Maumee, Ohio and MUNN WEALTH MANAGEMENT, LLC located in Maumee, Ohio. Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Darren has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 51, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.
Disclosures on record.
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
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.
Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.
Current Firm
CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | MUNN WEALTH MANAGEMENT | MUNN WEALTH ADVISORS
Contact Information
Main Address
1700 Woodlands Dr Suite 100, Maumee, OH 43537Phone Number
(419) 794-0538# of Employees
7SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,076AUM (Assets Under Management)
$272,234,967Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.
Primary Firm SEC Registration
CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | MUNN WEALTH MANAGEMENT | MUNN WEALTH ADVISORS
State Registrations and Notice Filings
(8/26/2010)
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Darren Thaddaeus Munn's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ROYAL PALMS CAPITAL, LLC
PFS INVESTMENTS INC.