Investment adviser representative · The High Net Worth Advisory Group, LLC
Carlo Magno P. Santos-Ocampo II
CRD 6501705 · Naples, FL
At a glance
Carlo Magno P. Santos-Ocampo II is an investment adviser representative with The High Net Worth Advisory Group, LLC in Naples, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carlo Magno’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- The High Net Worth Advisory Group, LLCSince September 2020Naples, FL · $862M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carlo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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