AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KC

Kathleen Nmn Camisa

STOCK SECURITIES
STAMFORD, CT
·CRD# 3239619·27 years experience

Professional Summary

Kathleen Nmn Camisa, who also goes by Kathleen Camisa, Kathleen Everett, is a registered financial advisor currently at STOCK SECURITIES LLC located in Stamford, Connecticut and CANDEAL SECURITIES, LLC located in Stuyvesant, New York. Kathleen is registered as a RR (Registered Representative) and started their career in finance in 2004. Kathleen has worked at 7 firms and has passed the SIE, Series 99TO and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kathleen Camisa, Kathleen Everett

Blog Corner

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
View profile
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

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.

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

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

STOCK SECURITIES LLC·CRD# 32244
BD
201 Tresser Boulevard Suite 345, Stamford, CT 06901-3435
July 15, 1999 - Present
CANDEAL SECURITIES, LLC·CRD# 173523
BD
396 Schoolhouse Road, Stuyvesant, NY 12173
December 13, 2021 - Present
BRATTLE ADVISORS LLC·CRD# 153875
BD
53 State Streeet, Suite 500, Boston, MA 02109
October 7, 2022 - Present
LOCUST WALK SECURITIES, LLC·CRD# 156174
BD
420 Boylston Street Floor 6, Boston, MA 02116
December 2, 2024 - Present
BARRAMUNDI CAPITAL LLC·CRD# 316044
BD
Boca Raton, FL
September 1, 2022 - July 29, 2025
STOCKSHIELD, LLC·CRD# 147109
BD
Pasadena, CA
June 29, 2022 - July 12, 2024
CHAMPLAIN ADVISORS, LLC·CRD# 129560
BD
Dorado, PR
March 30, 2004 - September 24, 2020

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

Current Firm

LW
LOCUST WALK SECURITIES, LLC

LOCUST WALK SECURITIES, LLC | LWP ADVISORS, LLC

CRD#: 156174 / SEC#: 8-68771
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

420 Boylston Street Floor 6, Boston, MA 02116

Mailing Address

420 Boylston Street Floor 6, Boston, MA 02116

Phone Number

(617) 300-0161

Established

Delaware since 12/14/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (7 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LOCUST WALK PARTNERS LLCPARENT- OWNER—
CAMISA, KATHLEEN NMNFINOP3239619
MEYERSON, GEOFFREY HARRISMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER3049789

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

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.

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(11/3/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 27 — Financial and Operations Principal Examination

Passed Jun 1999About the Series 27 exam
FINRA
SRO Registrations

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Kathleen Nmn Camisa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Frank Horace Moore III
Frank Horace Moore III

UBS FINANCIAL SERVICES INC.

GREENWICH, CT · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
Philip David Meese
Philip David Meese

AE WEALTH MANAGEMENT, LLC

Darien, CT · CRD#
KC
Follow Kathleen
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required