Cameron Roderick Avila
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsSep 2025 to now
- Executive Auto Detail LLCJul 2025 to Sep 2025
- UnemployedMay 2025 to Aug 2025
- Cambridge Savings BankDec 2024 to May 2025
- UnemployedMay 2024 to Dec 2024
- Automation AnywhereFeb 2024 to May 2024
- Thirsty MooseOct 2023 to May 2024
- Eastward Capital ParntersJun 2023 to Sep 2023
- North Shore BankJun 2022 to Sep 2022
- JuscollegeJan 2022 to Oct 2023
- Tarnowski ConstructionMay 2021 to Jul 2021
- Beverly Golf and TennisApr 2019 to Aug 2020
- UnemployedAug 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8164719
- Firm CRD
- 104555