Cameron Powell Perkins
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- Crossroads Productions LLCFeb 2023 to Feb 2023
- Octopus Creative GroupDec 2022 to Dec 2022
- UnemployedSep 2022 to Mar 2023
- Octopus Creative GroupSep 2022 to Sep 2022
- Naukabout Beer CompanyApr 2021 to Sep 2022
- UnemployedMar 2020 to Apr 2021
- Silver Unicorn JewelryMay 2017 to Mar 2020
- University of New HampshireAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7732792
- Firm CRD
- 104555