Sarah
Contino

Cam Investor Solutions

CRD#4144278
Investment Advisor
in Austin, TX

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About this Advisor

Sarah Contino is a financial advisor based out of Austin, Texas with 5 years of relevant experience. Contino currently works for Cam Investor Solutions. During their career, Contino has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Ameriprise Financial Services, Inc and Cam Investor Solutions. Contino has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Florida. Cam Investor Solutions is a financial advisory firm that has its headquarters in Austin, TX. The company has offices in two locations and just three employees. It oversees $90 million in total assets among its 438 accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 438 client accounts, 60% are associated with high-net-worth individuals who have at least $1 million in investable assets. Cam Investor Solutions performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on the type of services provided. However, fees billed by Cam Investor Solutions likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

623 W 38Th Street Suite 320
Austin, TX 78705

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Cam Investor Solutions Brokerage Details

Total Assets Under Management

$90,200,000

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

438

TX Average: 2,315
Average Account Size

$205,936

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Sarah Contino Work History

Sarah has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cam Investor Solutions

2013 - 2018 (5 years)

Ameriprise Financial Services, Inc

2004 - 2013 (9 years)

Tiaa-Cref Individual & Institutional Services, LLC

2004 - 2013 (9 years)

Tiaa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sarah Contino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cam Investor Solutions

Marc Jimenez
Austin, TX
Alyssa Calhoun
Austin, TX
Sarah Contino
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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