John Camiolo, financial advisor Point Lookout NY

John Camiolo

CRD Number: 1599056
Current Firm: Commonwealth Financial Network

John Camiolo (CRD# 1599056) is an Investment Advisor Representative working at Commonwealth Financial Network in Point Lookout, NY and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 2020 - Current 3
John James Benefits, Ltd. Point Lookout, NY Jan 1992 - Current 32
American Capital Partners, LLC Hauppauge, NY Jan 2016 - Nov 2020 4
Steelpoint Securities LLC San Diego, CA Sep 2012 - Jan 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Mar 2021
Contact Info for John T. Camiolo
Phone Number: 781-736-0700
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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