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Cameron Eades

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 7361013

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Charles Schwab & Co., Inc. Lone Tree CO 04/2021 04/2022
Arzon Development Stillwater OK 11/2016 01/2017
The Walt Disney Company Orlando FL 02/2017 12/2020
The Atherton Hotel At Oklahoma State University Stillwater OK 07/2016 11/2016
Fidelity Investments Denver CO 05/2022 Present
Lululemon Lake Buena Vista FL 10/2020 11/2020
Unemployed Denver CO 01/2021 03/2021
Oklahoma State University Stillwater OK 08/2012 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 04/2022
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 11/2016 → 01/2017
    Arzon Development
    Stillwater, OK
  • 02/2017 → 12/2020
    The Walt Disney Company
    Orlando, FL
  • 07/2016 → 11/2016
    The Atherton Hotel At Oklahoma State University
    Stillwater, OK
  • 05/2022 → Present
    Fidelity Investments
    Denver, CO
  • 10/2020 → 11/2020
    Lululemon
    Lake Buena Vista, FL
  • 01/2021 → 03/2021
    Unemployed
    Denver, CO
  • 08/2012 → 12/2016
    Oklahoma State University
    Stillwater, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-15
S63 Uniform Securities Agent State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2022-07-15
  • S63 Uniform Securities Agent State Law Examination
    2021-12-07
Other Names
  • Cameron Aaron Eades
  • Cameron Aaron Eades
  • Cameron Eades

View on SEC IAPD

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