Cameron Norris

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

• 04/2015 → 04/2017
  Edward Jones
  St Louis, MO
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Louisville, KY
• 02/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 04/2017 → 02/2018
  Scottrade
  Louisville, KY
• 01/2021 → 09/2021
  Unemployed
  Louisville, KY
• 09/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  St. Charles, MO
• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Louisville, KY
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Louisville, KY
• 2017-04-14 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2015-06-23 → 2017-04-04
  Edward Jones
  Louisville, KY
  Maryland Heights, MO
  Louisville, KY
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-06-22

Other Names

• Cameron Norris
• Cameron Matthew Norris
• Cameron M Norris