Cameron Montgomery Heard
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJun 2024 to now
- T. Rowe PriceJun 2023 to Aug 2023
- Salisbury UniversityAug 2022 to May 2024
- T. Rowe PriceJun 2022 to Aug 2022
- Salisbury UniversityAug 2021 to Jun 2022
- Lifetime FitnessJun 2021 to Aug 2021
- Salisbury UniversityAug 2020 to Jun 2021
- UnemployedApr 2020 to Aug 2020
- Salisbury UniversityAug 2019 to Apr 2020
- Celebration ChurchJun 2019 to Aug 2019
- Marriotts Ridge High SchoolAug 2018 to Jun 2019
- UnemployedJun 2018 to Aug 2018
- Chapelgate Christian AcademyAug 2017 to Jun 2018
- Dunkin DonutsApr 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7949776
- Firm CRD
- 104555