Skip to content

Cameron Bradley Elggren

Investment adviser representative at Strategic Advisers LLC
9 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

Are you Cameron Bradley Elggren? Claim your profile

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

9 years in the industry.

  1. Strategic Advisers LLCMar 2026 to now
  2. Fidelity InvestmentsOct 2024 to now
  3. UnemployedJun 2024 to Oct 2024
  4. Florida Financial AdvisorsJun 2023 to Jun 2024
  5. AltabankJul 2022 to Aug 2023
  6. UnemployedMay 2022 to Jul 2022
  7. Simplify Home LoansMay 2020 to May 2022
  8. UnemployedApr 2020 to May 2020
  9. Lending ClubApr 2019 to Apr 2020
  10. Cyprus Credit UnionDec 2017 to Apr 2019
  11. YessioSep 2017 to Dec 2017
  12. UnemployedJul 2015 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • 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
7801875
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
CallContact this firm