Cameron Joseph Ziegler

Employer firm

Cornerstone Wealth Advisors, Inc. CRD 309544

$146M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → Present
  Cornerstone Wealth Advisors, Inc.
  Carlsbad, CA
• 08/2018 → 11/2018
  Cornerstone Wealth Advisors, Inc.
  Carlsbad, CA
• 09/2014 → 05/2018
  Full-Time Student
  Smithfield, RI
• 05/2020 → Present
  Cornerstone Wealth Advisors, Inc.
  Carlsbad, CA
• 10/2024 → Present
  Outback Bones
  Solana Beach, CA
• 10/2024 → Present
  Cjz Llc
  Carlsbad, CA

Previous Registrations

• 2018-12-07 → 2020-10-21
  Cornerstone Wealth Advisors, Inc.
  Carslsbad, CA

Other Businesses

(1) Outback Bones; No; Solana Beach, CA; Online Pet Retailer; Co-Founder; 10/2024; Spends approximately 10-20 hours a month of his time (2) CJZ LLC; No; Carlsbad, CA; Consult on supply chain; Owner; 10/2024; Spends less than 2 hours a month of his time

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-20