Unclaimed Profile

Stephen Edward Wilson

CAMG SOLAMERE MANAGEMENT, LLC·CHARLOTTE, North Carolina

SIE, Series 7, Series 7TO, Series 63, Series 65CFAClean record24 years registeredCAMG SOLAMERE MANAGEMENT, LLC

4201 CONGRESS STREET, CHARLOTTE, NC 28209CRD# 2371673Firm CRD# 150605

Profile Verification

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

Identity

Stephen Edward Wilson · CHARLOTTE, NC

Registration

CRD #2371673 · CAMG SOLAMERE MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

&PARTNERS

Jan 2025 – present

WELLS FARGO ADVISORS

Feb 2021 – Jan 2025

CHARLOTTE, NC

SOLAMERE ADVISORS

Sep 2009 – Mar 2014

CHARLOTTE, NC

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Jun 2009 – Sep 2009

BELMONT, NC

STANFORD GROUP COMPANY

Oct 2008 – Mar 2009

CHARLOTTE, NC

WACHOVIA SECURITIES, LLC

Aug 2002 – Mar 2004

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · August 8, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMG SOLAMERE MANAGEMENT, LLC

CRD 150605 · SEC 801-70356

AUM

$578M

Regulatory assets under management

Employees

451 client accounts

Services offered by CAMG SOLAMERE MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMG SOLAMERE MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Edward Wilson offer?

Stephen Edward Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Stephen Edward Wilson's credentials?

Stephen Edward Wilson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Edward Wilson located?

Stephen Edward Wilson is based in CHARLOTTE, North Carolina, working with CAMG SOLAMERE MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Stephen Edward Wilson charge for services?

Stephen Edward Wilson'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 CAMG SOLAMERE MANAGEMENT, LLC?

CAMG SOLAMERE MANAGEMENT, LLC has approximately 6 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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