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OC

Olga Camargo

CRD# 4893843·Registered 2011 - 2026

Previously Registered: Being a previously registered professional could mean that Olga 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.

Professional Summary

Olga Camargo, who also goes by Olga Camargo-alvarez, was a registered financial advisor. Olga was a previously registered financial professional and started their career in finance 2011 - 2026. Olga had worked at 3 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Olga Camargo-Alvarez

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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.

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Years of Experience

15 years in the financial services industry

Current & Past Employments

CENTRIC WEALTH MANAGEMENT, LLC·CRD# 133877

RIA

Chicago, IL

May 5, 2023 - March 30, 2026

TIDAL INVESTMENTS LLC·CRD# 164201

RIA

Chicago, IL

January 2, 2013 - August 22, 2023

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.·CRD# 111135

RIA

Chicago, IL

May 16, 2011 - December 17, 2012

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Current Firm

CW

CENTRIC WEALTH MANAGEMENT, LLC

CENTRIC WEALTH MANAGEMENT, LLC | PRESERVATION CAPITAL PARTNERS, LTD. | FGMK/PRESERVATON CAPITAL PARTNERS, LLC | FGMK/PRESERVATION CAPITAL PARTNERS, LLC | FGMK PRESERVATION CAPITAL PARTNERS, LLC | FARO ADVISORY

CRD#: 133877 / SEC#: 801-63837

RIA

Registered Investment Advisory firm - SEC (2/7/2005 Approved)

Contact Information

Main Address

333 W. Wacker Drive 6th Floor, Chicago, IL 60606

Phone Number

(312) 429-6100

# of Employees

15

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTRIC WEALTH MANAGEMENT, LLC (2/25/2026)

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	Cover Page	Report
11/18/2024	Cover Page	Report
02/07/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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)Ms. Camargo serves as Chair for Northeastern Illinois University's Foundation Board. She is Emeritus Board Chair for the Hispanic Alliance for Career Enhancement. Olga is a member of the IL State Treasurer's Hispanic Advisory Council, IL Latino Legislative Caucus Foundation Economic Development Committee. Olga served as a Commissioner on the Board of the Public Building Commission.

(2)Ms. Camargo serves as Chief Compliance Officer for Arell Property Management LLC, a real estate management company. Ms. Camargo currently receives no compensation as there is no revenue at this time.

(3)Ms. Camargo serves as a Member of Bluestem Prairie Ventures LLC for the purpose of investing in companies that endeavor to engage in various businesses as set forth under the Illinois Cannabis Regulation and Tax Act. Ms. Camargo currently receives no compensation as revenue is contingent on licensing.

(4)Ms. Camargo serves as Chief Compliance Officer for Blue42 LLC for the purpose of applying for and holding securities of operating companies that apply for licenses to dispense marijuana in accordance with the laws of the State of Illinois. Ms. Camargo currently receives no compensation as revenue is contingent on licensing.

(5)Ms. Camargo serves as Chief Compliance Officer for Esthete Cultivation LLC for the purpose of applying for and holding securities of operating companies that apply for licenses to cultivate and process marijuana in accordance with the laws of the State of Illinois. Ms. Camargo currently receives no compensation as revenue is contingent on licensing.

(6) Ms. Camargo is a licensed Health and Life Insurance Producer in the state of Illinois. Ms. Camargo is also a licensed Property and Casualty Producer in Illinois.

(7) Faro Advisory DBA for Centric Wealth Managment, LLC Investment Related

(8) SHENIX Marketing Partner for FARO Advisory Owner Since 07/2017 Not investment related

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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

CENTRIC WEALTH MANAGEMENT, LLC

CENTRIC WEALTH MANAGEMENT, LLC | PRESERVATION CAPITAL PARTNERS, LTD. | FGMK/PRESERVATON CAPITAL PARTNERS, LLC | FGMK/PRESERVATION CAPITAL PARTNERS, LLC | FGMK PRESERVATION CAPITAL PARTNERS, LLC | FARO ADVISORY

CRD#: 133877 / SEC#: 801-63837

RIA

Registered Investment Advisory firm - SEC (2/7/2005 Approved)

State Registrations and Notice Filings

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

This advisor is not registered in any state.

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2011About the Series 65 exam

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CRS (Client Relationship Summary)

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

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OC

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