Cameron J Legvold
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsJun 2022 to now
- General Nutrition CenterNov 2021 to Apr 2022
- Ymca of Greater BostonJun 2021 to Sep 2021
- Nashua Silver KnightsJul 2020 to Sep 2020
- Tewksbury Florist & GreeneryMay 2020 to Jul 2020
- Nichols CollegeAug 2018 to May 2022
- Dandi LyonsNov 2017 to Dec 2017
- Market BasketApr 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (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
- 7804739
- Firm CRD
- 104555