AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
OF

Owen L. Fesperman

Some features on this profile are disabled
CRD#: 4655979
OF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Owen Lynn Fesperman, who also goes by Owen Fesperman, was a registered financial professional .

Owen is a previously registered financial professional and started their career in finance in 2003. Owen had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Owen Fesperman

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 24, 2017 - December 8, 2017

CAMARDA WEALTH ADVISORY GROUP

RIA
CRD#: 113784
FLEMING ISLAND, FL
Past

May 29, 2015 - June 7, 2017

FUTURE FINANCIAL PARTNERS

RIA
CRD#: 147550
JACKSONVILLE, FL
Past

November 5, 2013 - March 7, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
JACKSONVILLE, FL
Past

February 28, 2012 - June 26, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
JACKSONVILLE, FL
Past

May 6, 2008 - January 10, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

November 13, 2006 - July 17, 2007

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
JACKSONVILLE, FL
Past

September 11, 2003 - March 23, 2005

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
JACKSONVILLE, FL
Past

August 21, 2003 - March 23, 2005

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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".
CW
CAMARDA WEALTH ADVISORY GROUP
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

CRD#: 113784 / SEC#: 801-61028

RIA
Registered Investment Advisory firm - (4/2/2002 Approved)
Florida
Registered Investment Advisory firm - (4/2/2002 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/7/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/7/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/2003
General Securities Representative Examination

Current Firm

CW
CAMARDA WEALTH ADVISORY GROUP
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

CRD#: 113784 / SEC#: 801-61028

RIA
Registered Investment Advisory firm - (4/2/2002 Approved)
Florida
Registered Investment Advisory firm - (4/2/2002 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4371 Hwy 17 #201, Fleming Island, FL 32003
Mailing Address
Phone number
(904) 278-1177
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAMARDA WEALTH ADVISORY GROUP ADV PART 2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts1,106
AUM (Assets Under Management)$ 325,295,188

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.

Company Information

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784

TRUST BUT VERIFY

Monitor Owen Fesperman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics