Last Updated: August 2025 — Valhalla, NY
Here’s what you need to know about Valhalla, NY, stockbroker Charles Camilleri:
- Name: Mr. Charles Camilleri
- CRD Number: 4210551
- Current Employers: Raymond James Financial Services, Inc. (broker) and Raymond James Financial Services Advisors, Inc. (investment adviser) — both effective 05/01/2025. Primary branch: 200 Summit Lake Drive, Suite 360, Valhalla, NY 10595.
- Function: Stockbroker / Financial Advisor
- Broker Qualifications: Series 7 (08/01/2000), SIE (10/01/2018), Series 66 (09/27/2000); registered with FINRA and licensed in numerous U.S. states and territories.
- Previously Registered With: Ameriprise Financial Services, LLC (Valhalla, NY; 12/2005–05/2025), HSBC Securities (USA) Inc. (New York City, NY; 10/2005–01/2006).
- DBA: Camilleri Wealth Management
- Can Charles Camilleri be sued in FINRA arbitration? Yes
- Pending Customer Dispute Seeks Damages of: $299,720.
If you’ve sustained damages from Mr. Camilleri, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Charles Camilleri As Your Stockbroker?
A pending complaint filed by a customer of Ameriprise in May 2025, alleges that in April 2024 Camilleri transferred funds from a joint account to the spouse’s individual name without the customer’s consent or knowledge. The products identified include listed equities and mutual funds, and the alleged damages are $299,720. The matter is currently pending.
Allegations of Broker Misconduct Against Charles Camilleri
- Unauthorized transfer/disbursement of funds from a joint account
Whether a transfer is “authorized” often turns on the specific titling of the account, the governing joint account agreement, and whether written limitations existed. If a joint owner had full independent authority, the conduct may be permitted; if not, moving assets without express consent could raise issues under FINRA Rules 2150 and 2010.
Recover Your Investment Losses Now With Rex Securities Law
Other Investigations of Raymond James Advisors
If you have suffered investment losses in an account handled by Charles Camilleri, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.