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President/chief Compliance Officer · Alpha Omega Financial

William Carambelas

CRD 5644917 · Named on Form ADV at one SEC-registered adviser

At a glance

Alpha Omega Financial, an SEC-registered wealth manager with $187 million in regulatory assets, lists William Carambelas on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

  • Alpha Omega FinancialPresident/chief Compliance OfficerWealth manager · United States · $187M in regulatory assets

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.