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Cameron Briggs

Strategic Advisers LLC

Palo Alto, CA

San Francisco, CA

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

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

San Francisco, 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
Morgan Stanley Sherman Oaks CA 09/2019 06/2020
Fidelity Investments Palo Alto CA 03/2021 Present
Self Employed Sun Valley CA 07/2020 02/2021
Full Time Education Davis CA 08/2008 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 06/2020
    Morgan Stanley
    Sherman Oaks, CA
  • 03/2021 → Present
    Fidelity Investments
    Palo Alto, CA
  • 07/2020 → 02/2021
    Self Employed
    Sun Valley, CA
  • 08/2008 → 08/2019
    Full Time Education
    Davis, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2021-07-30

View on SEC IAPD

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