Unclaimed Profile

Darren Thaddaeus Munn

CAMELOT EVENT-DRIVEN ADVISORS, LLC·MAUMEE, Ohio

SIE, Series 4, Series 7, Series 24, Series 51, Series 63CFAClean record23 years registeredCAMELOT EVENT-DRIVEN ADVISORS, LLC

1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 3100611Firm CRD# 291798

Profile Verification

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

Identity

Darren Thaddaeus Munn · MAUMEE, OH

Registration

CRD #3100611 · CAMELOT EVENT-DRIVEN ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MUNN WEALTH MANAGEMENT, LLC

Sep 2017 – present

CAMELOT PORTFOLIOS, LLC

Aug 2010 – present

ATLANTIS WEALTH ADVISORS LLC

Sep 2017 – Dec 2023

MAUMEE, OH

CAMELOT PORTFOLIOS, LLC

Mar 2008 – Jan 2010

MAUMEE, OH

NEXT FINANCIAL GROUP, INC.

Jun 2003 – Apr 2015

MAUMEE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · June 6, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMELOT EVENT-DRIVEN ADVISORS, LLC

CRD 291798 · SEC 801-112328

AUM

$106M

Regulatory assets under management

Employees

1 client accounts

Services offered by CAMELOT EVENT-DRIVEN ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CAMELOT EVENT-DRIVEN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Darren Thaddaeus Munn offer?

Darren Thaddaeus Munn specializes in Investment Management, Fee-Only Advisory. Contact their office in MAUMEE, Ohio for a consultation.

What are Darren Thaddaeus Munn's credentials?

Darren Thaddaeus Munn holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Darren Thaddaeus Munn located?

Darren Thaddaeus Munn is based in MAUMEE, Ohio, working with CAMELOT EVENT-DRIVEN ADVISORS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does Darren Thaddaeus Munn charge for services?

Darren Thaddaeus Munn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMELOT EVENT-DRIVEN ADVISORS, LLC?

CAMELOT EVENT-DRIVEN ADVISORS, LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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