Cameron J. Adams

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 03/2024 → 05/2024
  Canyons School District
  Sandy, UT
• 11/2024 → 01/2025
  Self
  Sandy, UT
• 03/2025 → 10/2025
  South Valley Unitarian Universalist Society
  Cottonwood Heights, UT
• 12/2023 → 03/2024
  Unemployed
  Sandy, UT
• 11/2023 → 12/2023
  Self
  Sandy, UT
• 11/2024 → 11/2024
  Canyons School District
  Sandy, UT
• 05/2023 → 11/2023
  Unemployed
  Sandy, UT
• 10/2025 → Present
  Fidelity Investments
  Salt Lake City, UT
• 01/2011 → 02/2023
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 02/2023 → 05/2023
  Canyons School District
  Sandy, UT
• 01/2025 → 03/2025
  Unemployed
  Sandy, UT
• 05/2024 → 11/2024
  Unemployed
  Sandy, UT

Previous Registrations

• 2018-07-13 → 2023-02-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-02-18 → 2018-07-13
  Strategic Advisers Llc
  American Fork, UT
  Salt Lake City, UT

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-04
• S66 Uniform Combined State Law Examination
  2015-01-29

Other Names

• Cam John Adams
• Cameron Adams
• Cameron John Adams