Carlo Magno P. Santos-ocampo
Professional summary
Carlo Magno Paras Santos-ocampo II, CFP®, who also goes by Carlo Magno Paras Santos-ocampo, is a registered financial advisor currently at THE HIGH NET WORTH ADVISORY GROUP, LLC located in Naples, Florida.
Carlo Magno is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Carlo Magno has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carlo Magno Paras Santos-ocampo II's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
September 28, 2020 - Present
THE HIGH NET WORTH ADVISORY GROUP, LLC
Office #1: 8880 Tamiami Trail North, Naples, FL 34108August 5, 2020 - August 6, 2020
THE HIGH NET WORTH ADVISORY GROUP, LLC
March 7, 2016 - October 2, 2020
RAYMOND JAMES & ASSOCIATES, INC.
December 22, 2015 - October 2, 2020
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
THE HIGH NET WORTH ADVISORY GROUP, LLC
CRD#: 309997 / SEC#: 801-119234
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/28/2020)
(10/5/2020)
(10/5/2020)
Exams
Current Firm
THE HIGH NET WORTH ADVISORY GROUP, LLC
CRD#: 309997 / SEC#: 801-119234
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,119 |
| AUM (Assets Under Management) | $ 769,848,336 |
Red Flags
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