Stuart Fraser Cameron

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2011 → Present
  Wharton Investment Consultants
  Wilmington, DE
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-05-24 → 2013-09-03
  Walnut Street Securities, Inc.
  Wilmington, DE
  Wilmington, DE

Other Businesses

INDEPENDENT INSURANCE AGENT DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE FOR 1HR/WK SINCE 03/2010 2. NAME OF OTHER BUSINESS: DBA WHARTON INVESTMENT CONSULTANTS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENTS START DATE: 3/2010 APX NUMBER OF HOURS PER WEEK: 1, NONE DURING TRADING HOURS 3.NAME OF OTHER BUSINESS: WWW.AFIDUCIARYADVISOR.COM INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2/2016 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTITIVE APX NUMBER OF HOURS PER WEEK: 0, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: WEBSITE FOR RECRUITING

Exams

• S66 Uniform Combined State Law Examination
  2006-05-22
• S63 Uniform Securities Agent State Law Examination
  2002-02-15