PC
Philip J. Camerlengo
CETERA INVESTMENT ADVISERS LLC
Wakefield, MA 01880
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CRD#: 4584823
PC
Professional summary
Philip Joseph Camerlengo is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wakefield, Massachusetts and CETERA WEALTH SERVICES, LLC located in Danvers, Massachusetts.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Philip has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
1) CAMERLENGO FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Provide financial services to clients. Services include but are not limited to Retirement Planning, College Funding and Planning, Legacy Planning and Wealth management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 107 Audubon Road, Wakefield MA 01880, Responsible (Along with my son, Matt Camerlengo Rep# 38695) for all aspects of above including hands on planning and communication with Clients. All business transacted through Avantax. 2) GREYBROOK ATLANTA VALUE-ADD LIMITED PARTNERSHIP POSITION: Minority Limited Partner NATURE: Residential real estate apartment buildings in Atlanta area. Property to be upgraded and sold within a four year period. I am a minority investor and a Limited Partner. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2023 ADDRESS: 107 Audubon Rd, Building 2, Suite 110, Wakefield MA 01880, United States DESCRIPTION: I am a minority investor and a Limited Partner. I have no input to management nor any further responsibilities outside of my initial investment.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Joseph Camerlengo'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
August 15, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 107 Audubon Rd Building 2, Suite 110, Wakefield, MA 01880Office #3: 7 Madison Ave, Danvers, MA 01923Office #4: 11 Lebeau Dr, Middleton, MA 01949RIA
CRD#: 105644
Wakefield, MA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #3: 107 Audobon Road Building 2, Suite 110, Wakefield, MA 01880BD
CRD#: 13572
DANVERS, MA
Past
July 14, 2003 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
NAPLES, FL
Past
September 19, 2002 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
WAKEFIELD, MA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
IAR
Florida(8/15/2025)
RR
Florida(9/5/2025)
RR
Maine(9/18/2025)
RR
Massachusetts(9/5/2025)
IAR
Massachusetts(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New York(9/5/2025)
RR
Rhode Island(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Wakefield, MA 01880TRUST BUT VERIFY
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