Camilla Carvalho is a registered investment advisor, based in Mclean, VA, with 1 years of industry experience.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Camilla is an Investment Advisor Representative (IAR) of Spire Wealth Management, operating under the DBA Corbett Road. This activity is investment-related.
Employment History
Current Registrations
Spire Wealth Management, LLC
April 2025 - Present · 1 yr
Spire Securities, LLC
April 2025 - Present · 1 yr
Spire Securities, LLCBroker
April 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
November 2024 - April 2025 · 5 mos
Ameriprise Financial Services, LLCBroker
September 2024 - April 2025 · 7 mos
State Registrations1 state
VA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.