Best Investors Account Sign in

Cameron Jon Christeson

Strategic Advisers LLC

Irvine, CA

Ladera Ranch, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Ladera Ranch, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Pittsburgh PA 07/2013 01/2020
Fidelity Brokerage Services Llc Mission Viejo CA 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 01/2020
    Td Ameritrade, Inc.
    Pittsburgh, PA
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Mission Viejo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
  • 2013-07-17 → 2020-01-08
    Td Ameritrade, Inc.
    Pittsburgh, PA
    Menlo Park, CA
    Irvine, CA
  • 2013-07-17 → 2020-01-08
    Td Ameritrade Investment Management, Llc
    Pittsburgh, PA
    E. Palo Alto, CA
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-13
S63 Uniform Securities Agent State Law Examination 2012-10-16
  • S66 Uniform Combined State Law Examination
    2013-07-13
  • S63 Uniform Securities Agent State Law Examination
    2012-10-16

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor