Skip to content

Cameron D Cole

Investment adviser representative at Empirical Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.4BFirm assets

Are you Cameron D Cole? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Empirical Wealth ManagementJul 2025 to now
  2. Solidarity Wealth, LLCDec 2024 to Jun 2025
  3. Sanford C. Bernstein & CoMay 2021 to Dec 2024
  4. Keybank Na Key Private BankJun 2016 to May 2021

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001
  • Series 66 · Uniform Combined State Law2007
  • Series 63 · Uniform Securities Agent State Law2021

State registrations

Registered as an investment adviser representative in 1 state (UT).

Empirical Wealth Management

Legal name: Empirical Financial Services, LLC

$8.4BAssets managed
2,400Clients
65Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4258298
Firm CRD
152622
Advisor's SEC record (opens in a new tab)
CallContact this firm