OC
Olga Camargo
CENTRIC WEALTH MANAGEMENT
Chicago, IL 60606
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CRD#: 4893843
OC
Professional summary
Olga Camargo, who also goes by Olga Camargo-alvarez, is a registered financial advisor currently at CENTRIC WEALTH MANAGEMENT, LLC located in Chicago, Illinois.
Olga is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Olga has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Olga Camargo-Alvarez
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)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
CRS (Client Relationship Summary) - RIA
Click below to view Olga Camargo'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
May 5, 2023 - Present
CENTRIC WEALTH MANAGEMENT, LLC
Office #1: 333 W. Wacker Drive 6th Floor, Chicago, IL 60606RIA
CRD#: 133877
Chicago, IL
Past
January 2, 2013 - August 22, 2023
TIDAL INVESTMENTS LLC
RIA
CRD#: 164201
CHICAGO, IL
Past
May 16, 2011 - December 17, 2012
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 111135
CHICAGO, IL
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 - (2/7/2005 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
Illinois(5/5/2023)
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 - (2/7/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
333 W. Wacker Drive 6th Floor, Chicago, IL 60606
Mailing Address
Phone number
(312) 429-6100
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 573 |
| AUM (Assets Under Management) | $ 725,571,955 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/18/2024 | ||
| 02/07/2024 | ||
| 03/09/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
