Sarah J. Contino

CAM INVESTOR SOLUTIONS

LAND OF LAKES, FL 34638

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CRD#: 4144278

Professional summary

Sarah Jo Contino, CFP®, who also goes by Sarah Jo Huber, is a registered financial advisor currently at CAM INVESTOR SOLUTIONS located in Land Of Lakes, Florida.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Sarah has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Jo Huber

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Jo Contino's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2021

Experience

Current

July 13, 2018 - Present

CAM INVESTOR SOLUTIONS

Office #1: 20625 Amberfield Dr., Land Of Lakes, FL 34638

RIA

CRD#: 286078

LAND OF LAKES, FL

Past

September 25, 2013 - July 19, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CLEARWATER, FL

Past

September 24, 2013 - July 19, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CLEARWATER, FL

Past

January 3, 2005 - September 10, 2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

TAMPA, FL

Past

January 3, 2005 - September 10, 2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

TAMPA, FL

Past

June 8, 2004 - October 6, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

, CO

Past

August 9, 2000 - October 6, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

CAM INVESTOR SOLUTIONS

CAM INVESTOR SOLUTIONS | M & A CONSULTING GROUP, LLC | JIMENEZ, MARC ANTHONY

CRD#: 286078 / SEC#: 801-108801

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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
(7/13/2018)

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

State Security Law Exam

IAR

Series 66

Date: 1/14/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2000

General Securities Representative Examination

Current Firm

CAM INVESTOR SOLUTIONS

CAM INVESTOR SOLUTIONS | M & A CONSULTING GROUP, LLC | JIMENEZ, MARC ANTHONY

CRD#: 286078 / SEC#: 801-108801

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

623 W 38th Street Suite 320, Austin, TX 78705

Mailing Address

Phone number

(720) 575-7775

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/24/2025)

Regulatory assets under management

Total Number of Accounts	531
AUM (Assets Under Management)	$ 116,500,000

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Sarah J. Contino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Jo Contino's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

CAM INVESTOR SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2004

Series 63

Date: 10/25/2000

SIE

Date: 7/19/2018

Series 7

Date: 8/8/2000

Current Firm

CAM INVESTOR SOLUTIONS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAM INVESTOR SOLUTIONS

TRUST BUT VERIFY

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