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Cameron Travis

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.

  1. Strategic Advisers LLCSep 2026 to now
  2. Fidelity InvestmentsMay 2026 to now
  3. UnemployedJun 2025 to Apr 2026
  4. Vf Corporation | the North FaceJun 2022 to Jun 2025
  5. InstacartFeb 2021 to May 2022
  6. UnemployedDec 2020 to Jan 2021
  7. Siena At the CourtyardMay 2020 to Nov 2020
  8. UnemployedApr 2020 to Apr 2020
  9. TargetNov 2019 to Mar 2020
  10. U.S. Soccer FederationJul 2018 to Oct 2019
  11. UnemployedApr 2016 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
8273034
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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