Cameron Scott Andre

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 06/2015 → 03/2017
  Jpmorgan Chase
  New York, NY
• 08/2017 → 06/2018
  Wiss Wealth Management Llc
  Livingston, NJ
• 04/2017 → 06/2018
  Wiss & Co., Llc
  Livingston, NJ
• 06/2018 → Present
  Creative Planning
  Cranford, NJ

Previous Registrations

• 2017-09-22 → 2018-06-07
  Wiss Private Client Advisors, Llc
  Florham Park, NJ
• 2012-10-01 → 2017-04-12
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2011-10-14 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
• 2010-06-03 → 2011-09-15
  Citigroup Global Markets Inc.
  Tampa, FL
  New York, NY
  New York, NY
  Jacksonville, FL
  Long Island City, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-02
• S63 Uniform Securities Agent State Law Examination
  2005-07-01

Designations

• Certified Financial Planner

Other Names

• Cameron S Andre