Olga Camargo
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.
Olga Camargo, who also goes by Olga Camargo-alvarez, was a registered financial professional .
Olga is a previously registered financial professional and started their career in finance in 2011. Olga had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 5, 2023 - March 30, 2026
CENTRIC WEALTH MANAGEMENT, LLC
January 2, 2013 - August 22, 2023
TIDAL INVESTMENTS LLC
May 16, 2011 - December 17, 2012
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
Primary Firm SEC Registration
CENTRIC WEALTH MANAGEMENT, LLC
CRD#: 133877 / SEC#: 801-63837
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
CENTRIC WEALTH MANAGEMENT, LLC
CRD#: 133877 / SEC#: 801-63837
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,590 |
| AUM (Assets Under Management) | $ 792,857,735 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/24/2026 | ||
| 11/18/2024 | ||
| 02/07/2024 | ||
| 03/09/2023 |
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.
