Unclaimed Profile

Olga Camargo

TOROSO INVESTMENTS, LLC·NEW YORK, New York

Series 65Clean record15 years registeredTOROSO INVESTMENTS, LLC

623 FIFTH AVENUE, NEW YORK, NY 10022CRD# 4893843Firm CRD# 164201

Profile Verification

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

Identity

Olga Camargo · NEW YORK, NY

Registration

CRD #4893843 · TOROSO INVESTMENTS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TOROSO INVESTMENTS, LLC

CENTRIC WEALTH MANAGEMENT, LLC

May 2023 – Mar 2026

CHICAGO, IL

TOROSO INVESTMENTS, LLC

Jan 2013 – Aug 2023

CHICAGO, IL

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

May 2011 – Dec 2012

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 16, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TIDAL INVESTMENTS LLC

CRD 164201 · SEC 801-76857

AUM

$11.3B

Regulatory assets under management

Employees

373 client accounts

Services offered by TIDAL INVESTMENTS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at TIDAL INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Olga Camargo offer?

Olga Camargo specializes in Financial Planning, Investment Management.

What are Olga Camargo's credentials?

Olga Camargo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Olga Camargo located?

Olga Camargo is based in NEW YORK, New York, last registered with TOROSO INVESTMENTS, LLC.

How does Olga Camargo charge for services?

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

How large is TOROSO INVESTMENTS, LLC?

TOROSO INVESTMENTS, LLC has approximately 52 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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