Cameron N Angeloni

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

• 01/2013 → 09/2016
  Capital Group Inc.
  Irvine, CA
• 11/2018 → 05/2020
  Td Ameritrade
  San Diego, CA
• 09/2016 → 11/2018
  Unemployed
  San Diego, CA
• 06/2020 → 07/2021
  Unemployed
  Houston, TX
• 08/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bradenton, FL
• 2012-01-04 → 2018-02-06
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2008-08-14 → 2011-12-31
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05
• S63 Uniform Securities Agent State Law Examination
  2019-01-14

Other Names

• Cameron Nathan Angeloni
• Cameron N Angeloni