Camille Rosen
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
10 years in the industry.
- Fidelity Brokerage Services LLCApr 2026 to now
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- UnemployedOct 2023 to Jan 2024
- Charles Schwab & Co., Inc.Jan 2023 to Oct 2023
- Charles Schwab Bank, SsbJan 2023 to Oct 2023
- Fidelity Brokerage Services LLCJun 2022 to Jan 2023
- Fidelity Personal and Workplace AdvisorsJun 2022 to Jan 2023
- Charles Schwab Bank, SsbApr 2019 to May 2022
- NordstromJun 2016 to Feb 2017
- Charles Schwab & Co., Inc.May 2016 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 6655040
- Firm CRD
- 104555