Camilla Carvalho
Investment Adviser Representative at Spire Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Camilla Carvalho is an investment adviser representative with Spire Wealth Management, LLC in Richmond, VA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
- Broker:
1 state or territory
Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, LLCJul 2024 – Apr 2025Glen Allen, VA
- Ortolani ServicesJun 2023 – Jul 2024Rochester, NY
- Ludwigs Center Stage CafeAug 2022 – Jul 2023Rochester, NY
- Spot CoffeeAug 2021 – Jul 2022Rochester, NY
- YMCA of Greater RochesterAug 2019 – Mar 2020Rochester, NY
- Interlochen Center for the ArtsMay 2021 – Aug 2021Interlochen, MI
- Orchestra of the Southern FingerlakesAug 2021 – Aug 2022Corning, NY
- Binghamton PhilharmonicMay 2022 – Jul 2024Binghamton, NY
- Albany Symphony OrchestraMay 2023 – Jul 2024Albany, NY
- University of RochesterAug 2019 – Aug 2023Rochester, NY
- Interlochen Center for the ArtsAug 2017 – Aug 2019Interlochen, MI
- Satellite High SchoolAug 2015 – Aug 2017Satellite Beach, FL
- Spire Securities, LLCApr 2025 – Sep 2026McLean, VA
- Corbett Road Wealth ManagementApr 2025 – no end date reportedRichmond, VA
- Concurrent Investment AdvisorsOct 2026 – no end date reportedMcLean, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Spire Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management including customized portfolios, portfolio allocation, equity exposure management, and tax minimization. The firm also provides financial planning, estate planning review, tax planning, and insurance needs review, collaborating with clients' estate attorneys, accountants, and insurance professionals.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 71
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Mclean, VA
- SEC file number:
- 801-60468
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at Spire Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Camilla Carvalho has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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