Alexander Grant Cameron

Employer firm

Legacy Wealth Partners, LLC CRD 333032

$646M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2014 → 09/2017
  Stephen A. Kohn & Associates, Ltd.
  Lakewood, CO
• 04/2014 → 04/2025
  Aveo Capital Partners, Llc
  Englewood, CO
• 01/2025 → Present
  Legacy Wealth Partners, Llc
  Lakewood, CO

Previous Registrations

• 2014-05-13 → 2025-04-01
  Aveo Capital Partners, Llc
  Englewood, CO
  Lakewood, CO
  Lakewood, CO
• 2005-02-17 → 2014-04-16
  Equitable Advisors, Llc
  Lakewood, CO
  Denver, CO

Other Businesses

~1.) Meadow Run HOA; Not investment-related; 800 Meadow Run, Unit A, Golden, CO 80403; Home Owners Association; Treasurer and Board Member (unrelated to IAR position/business); Start date: 5/1/2019; Approximately 5 hours/month devoted to this activity with 0 hours/month during securities trading hours; Treasurer Duties - monthly accounting and reconciliation of dues and expenses of HOA. ~2.) Expert Witness - Financial Planning/Wealth Management; Not investment-related; Golden, CO; Expert Witness in Financial Services Field; Start date: 09/01/2024; Approximately 5 hours/month devoted to this activity with 0 hours/month during securities trading hours. ~3.) LEGACY WEALTH PARTNERS; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start date: 03/2014; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-01

Designations

• Certified Financial Planner

Other Names

• Alexander G Cameron