Unclaimed Profile

Camilla Elizabeth Neri

RETIREMENT CAPITAL STRATEGIES, INC.·SAN JOSE, California

SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record28 years registeredRETIREMENT CAPITAL STRATEGIES, INC.

1190 SARATOGA AVE., SUITE 140, SAN JOSE, CA 95129CRD# 706530Firm CRD# 139009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Camilla Elizabeth Neri · SAN JOSE, CA

Registration

CRD #706530 · RETIREMENT CAPITAL STRATEGIES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RETIREMENT CAPITAL STRATEGIES, INC.

RETIREMENT CAPITAL STRATEGIES, INC.

May 2019 – Jun 2020

SAN JOSE, CA

RETIREMENT CAPITAL STRATEGIES, INC.

Apr 2006 – May 2019

SAN JOSE, CA

NERI FINANCIAL SERVICES, INC.

Jan 2005 – Apr 2006

SAN JOSE, CA

LPL FINANCIAL CORPORATION

Dec 1997 – Oct 2010

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · December 31, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT CAPITAL STRATEGIES, INC.

CRD 139009 · SEC 801-70918

AUM

$265M

Regulatory assets under management

Employees

666 client accounts

Services offered by RETIREMENT CAPITAL STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT CAPITAL STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Camilla Elizabeth Neri offer?

Camilla Elizabeth Neri specializes in Financial Planning, Investment Management.

What are Camilla Elizabeth Neri's credentials?

Camilla Elizabeth Neri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Camilla Elizabeth Neri located?

Camilla Elizabeth Neri is based in SAN JOSE, California, last registered with RETIREMENT CAPITAL STRATEGIES, INC..

How does Camilla Elizabeth Neri charge for services?

Camilla Elizabeth Neri's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT CAPITAL STRATEGIES, INC.?

RETIREMENT CAPITAL STRATEGIES, INC. has approximately 6 employees and manages $265M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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