Cameron Colt Willcox

Employer firm

Willcox Wealth Management CRD 335728

$3.35M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2016 → 08/2019
  Boston Red Sox
  Boston, MA
• 08/2019 → 01/2020
  Citizens Bank
  Boston, MA
• 06/2018 → 03/2020
  Capo Restuarant
  Boston, MA
• 08/2019 → 01/2020
  Citizens Securities Inc.
  Boston, MA
• 01/2020 → 09/2020
  E*Trade Securities Llc
  Boston, MA
• 02/2020 → 09/2020
  E*Trade Capital Management Llc
  Boston, MA
• 09/2020 → 07/2022
  E*Trade Securities Llc
  Boston, MA
• 09/2020 → 07/2022
  E*Trade Capital Management Llc
  Boston, MA
• 08/2022 → 04/2025
  Mercer Global Advisors Inc.
  Denver, CO
• 04/2025 → Present
  Willcox Wealth Planning, Llc
  Denver, CO
• 12/2025 → Present
  Retire Sound, Dba Addition
  Denver, CO

Previous Registrations

• 2022-08-05 → 2025-04-29
  Mercer Global Advisors Inc.
  Denver, CO
  Denver, CO
• 2020-03-19 → 2022-07-28
  Harrisdirect Llc
  Arlington, VA
  Boston, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-03-06
• S63 Uniform Securities Agent State Law Examination
  2019-11-26

Designations

• Certified Financial Planner

Other Names

• Cam Willcox