Cameron Oak
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Cameron Oak? Claim your profile
Contact this firm
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Go-getter Tree ServiceJun 2022 to Mar 2023
- Skyline TavernOct 2021 to Jun 2022
- Crafstman ElectricAug 2021 to Aug 2021
- Ion/apexFeb 2021 to Oct 2021
- Morris FurnitureJan 2021 to Feb 2021
- Verizon WirelessDec 2020 to Jan 2021
- Jersey MikesJan 2020 to Jan 2021
- Kroger E-commerceJan 2019 to Jan 2020
- UnemployedJun 2018 to Jan 2019
- United Parcel ServiceMay 2018 to May 2018
- UnemployedJan 2018 to May 2018
- Copper MountainNov 2017 to Dec 2017
- Snappy TentsJun 2017 to Nov 2017
- Home DepotFeb 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7709482
- Firm CRD
- 104555