Cameron J. Adams
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsOct 2025 to now
- South Valley Unitarian Universalist SocietyMar 2025 to Oct 2025
- UnemployedJan 2025 to Mar 2025
- SelfNov 2024 to Jan 2025
- Canyons School DistrictNov 2024 to Nov 2024
- UnemployedMay 2024 to Nov 2024
- Canyons School DistrictMar 2024 to May 2024
- UnemployedDec 2023 to Mar 2024
- SelfNov 2023 to Dec 2023
- UnemployedMay 2023 to Nov 2023
- Canyons School DistrictFeb 2023 to May 2023
- Fidelity Brokerage Services LLCJan 2011 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 5890078
- Firm CRD
- 104555