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Cameron Magerer

Investment adviser representative at Strategic Advisers LLC
11 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

11 years in the industry.

  1. Strategic Advisers LLCFeb 2026 to now
  2. Fidelity InvestmentsJan 2025 to now
  3. Leone, Mcdonell, Robert'sNov 2023 to May 2024
  4. Clr MoversMay 2023 to Jan 2025
  5. Ellevete SciencesJan 2023 to Jun 2023
  6. Clr MoversMay 2022 to Aug 2022
  7. Saint Josephs College of MaineAug 2019 to May 2023
  8. Jordans Ice CreamApr 2016 to Nov 2021
  9. Belmont High SchoolAug 2015 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • 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
8034714
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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