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John Thomas Camiolo

Advisor at Commonwealth Financial Network — Point Lookout, NY

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Point Lookout, NY 11569

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,786

Across 1,209 offices

Clients per advisor

128 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

John Camiolo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at American Capital Partners, LLC and has been involved with John James Benefits, Ltd. since 1992. Outside of his advisory role, he serves as president and CEO of Unified Business Strategies, Ltd. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction while providing managed model portfolios and multiple program options.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

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

Commonwealth Financial Network

2020 - Present • 6 years

Waltham, MA

American Capital Partners, LLC

2016 - 2020 • 4 years

Hauppauge, NY

John James Benefits, Ltd.

1992 - Present • 34 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

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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 CFP® and Series 63 licensed advisor with 32 years of industry experience. He is the principal and sole advisor at NGC Financial, LLC, where he has worked since 2000. Outside of his advisory role, Mr. Carousso owns and operates an accounting and tax preparation business focused on individual tax clients during the tax season. NGC Financial, LLC provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as employer retirement plan consulting for businesses. The firm employs a customized, tactical allocation approach across various investment vehicles and manages accounts on a non-discretionary basis with ongoing monitoring and rebalancing.

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

Series 63, Series 66, Series 65

Garden City, NY

Fischer Advisors LLC

Jonathan Fischer is the principal advisor at Fischer Advisors LLC with 10 years of industry experience. He previously worked at Credit Suisse and S3 Partners before founding his independent firm in 2024. Fischer Advisors LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, utilizing a combination of long- and short-term trading strategies along with access to private placements and venture capital opportunities. The firm employs an Investment Policy Statement tailored to client objectives and risk tolerance and manages all assets on a discretionary basis.

Wealth management College savings (529s, UTMA, etc.)
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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
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Sivaparvati T

Series 65

Floral Park, NY

Map to Your Wealth LLC

Sivaparvati Thagirisa is a financial advisor at Map to Your Wealth LLC with six years of industry experience. She holds a Series 65 designation and has been with the firm since 2019. Prior to this, she was not employed in the financial sector from 2015 to 2019. Map to Your Wealth LLC provides investment management, financial planning, and employee benefit plan services to individuals, trusts, small businesses, pension plans, and charitable organizations. The firm uses client-specific investment policies and typically implements portfolios with passive, low-cost index funds and ETFs, while incorporating fundamental analysis and active strategies when requested.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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Joseph G

Series 65

Baldwin, NY

The Compounding Co

Joseph Guterding is the sole advisor at The Compounding Co, an independent advisory firm based in Baldwin, NY. He holds a Series 65 designation and has been with the firm since its founding in 2026. Prior to this role, he has experience in healthcare and education sectors, including positions at New York Home Health Care and St. John's University. The Compounding Co primarily serves individual clients, focusing on young professionals in the early stages of wealth building. The firm offers comprehensive financial planning, optional ongoing advisory membership, and financial education through seminars and workshops, emphasizing long-term diversified investing and non-discretionary planning.

General retirement planning Cash flow / budgeting Debt management General tax planning Young Professionals
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