Cameron Christopher Richard Bourbeau

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:

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

Current Employers

Employment History

• 09/2013 → 06/2017
  Souhegan High School
  Amherst, NH
• 07/2014 → 01/2018
  Moultons Market
  Amherst, NH
• 09/2017 → 05/2021
  Plymouth State University
  Plymouth, NH
• 05/2018 → 08/2020
  Pasta Loft Restaurant
  Milford, NH
• 11/2018 → 12/2018
  Tenny Mountain Ski Resort
  Plymouth, NH
• 12/2018 → 05/2019
  Plain Jane Diner
  Rumney, NH
• 11/2020 → 05/2021
  Hannaford Super Market
  Bedford, NH
• 06/2021 → 08/2021
  St. Marys Bank
  Milford, NH
• 10/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2022-10-27
• S63 Uniform Securities Agent State Law Examination
  2022-03-09