user avatar

John Thomas Camiolo

Advisor at Raymond James Financial — Point Lookout, NY

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Point Lookout, NY 11569

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,497

Across 2,989 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

John Camiolo is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Commonwealth Financial Network, Acrisure, American Capital Partners, LLC, and John James Benefits, Ltd. Outside of his advisory role, he serves as president and CEO of Unified Business Strategies, Ltd. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Point Lookout, NY

9 Lido Blvd

Point Lookout NY 11569

Advisors at this office

1

Most active in

New York

Work history

33 years of industry experience

Raymond James Financial Services Advisors, Inc.

2026 - Present • 1 year

Point Lookout, NY

Raymond James Financial Services, Inc.

2026 - Present • 1 year

Point Lookout, NY

Commonwealth Financial Network

2020 - 2026 • 6 years

Waltham, MA

Acrisure

2019 - Present • 7 years

Grand Rapids, MI

American Capital Partners, LLC

2016 - 2020 • 4 years

Hauppauge, NY

John James Benefits, Ltd.

1992 - 2019 • 27 years

Point Lookout, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments
user avatar

Tina H

Series 65

Farmingdale, NY

Financial Gym Advisors

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

Private / alternative investments
user avatar

Chong Tong C

Series 65

Arverne, NY

Rhizome Capital Management LLC

Chong Tong Chen is the sole advisor at Rhizome Capital Management LLC and holds a Series 65 designation with three years of industry experience. He has been with Rhizome Capital Management since 2021 and has been involved with Rhizome Partners LP since 2013. Rhizome Capital Management provides discretionary portfolio management to high-net-worth individuals and manages three privately offered Delaware limited-partnership funds under Regulation D. The firm employs fundamental analysis and pursues concentrated strategies including long/short trading in micro- and small-cap equity and debt, with additional focus on real-estate and hard-asset exposures.

Active portfolio management Concentrated stock management Real estate investing
user avatar

Neil C

CFP®, Series 63

Bayside, NY

NGC Financial, LLC

Neil Carousso is a Certified Financial Planner® with 32 years of industry experience, serving as the sole advisor at NGC Financial, LLC since 2000. He also owns an accounting and tax preparation business focused on individual tax clients during the seasonal period from February through April. NGC Financial, LLC provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as advice to businesses on employer retirement plans. The firm employs a customized, tactical allocation approach with non-discretionary portfolio management and maintains an affiliation with a FINRA-registered broker-dealer while also offering affiliated tax and accounting services.

Annuities Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Jonathan F

Series 63, Series 66, Series 65

Garden City, NY

Fischer Advisors LLC

Jonathan Fischer is the principal of Fischer Advisors LLC, an independent advisory firm based in Garden City, NY. He holds Series 63, 65, and 66 licenses and has 10 years of industry experience, including prior roles at Credit Suisse and S3 Partners. Fischer Advisors LLC provides portfolio management and one-time financial planning services primarily to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory, focusing on equities and incorporating mutual funds, ETFs, fixed income, and, when suitable, private placements and venture capital.

Wealth management
user avatar

Jon N

Series 65

Bethpage, NY

Jon A Nixon CPA PC

Jon Nixon is a Series 65 credentialed advisor with over 13 years of industry experience. He is the principal of Jon A Nixon CPA PC, an independent firm specializing in accounting and tax services. Nixon also owns consulting and tax preparation firms serving international organization employees and operates as a financial operations principal for multiple FINRA member firms. Jon A Nixon CPA PC primarily offers accounting and tax services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, coordinating tax and accounting matters with clients’ investment arrangements. The firm refers clients to third-party money managers for investment advice and asset management, maintaining a distinctive structure that focuses on its CPA practice rather than direct asset management.

General tax planning General estate planning guidance Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)