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Cameron A. Whelan

Strategic Advisers LLC

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-07-07
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-07-07
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Phoenix, AZ • 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
Fidelity Brokerage Services Llc Jacksonville FL 10/2015 05/2025
University Of North Florida Jacksonville FL 01/2015 05/2020
Strategic Advisers Llc Boston MA 03/2025 05/2025
Fidelity Brokerage Services Llc Phoenix AZ 05/2025 Present
Strategic Advisers Llc Phoenix AZ 05/2025 Present
  • 10/2015 → 05/2025
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 01/2015 → 05/2020
    University Of North Florida
    Jacksonville, FL
  • 03/2025 → 05/2025
    Strategic Advisers Llc
    Boston, MA
  • 05/2025 → Present
    Fidelity Brokerage Services Llc
    Phoenix, AZ
  • 05/2025 → Present
    Strategic Advisers Llc
    Phoenix, AZ
Previous Registrations
  • 2022-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-14363|OrgNmn:Self rental/flip|Org Addr:St Augusti,Florida,US|OBA Nature:Real estate renting/flipping.|Invst Rel:Y|Title:No title|Duties:Landlord|StrtDt:05-18-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-11
S63 Uniform Securities Agent State Law Examination 2015-12-07
  • S66 Uniform Combined State Law Examination
    2022-06-11
  • S63 Uniform Securities Agent State Law Examination
    2015-12-07
Other Names
  • Cameron Alston Whelan

View on SEC IAPD

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