Cameron Mahoney

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

• 08/2023 → 06/2024
  Bryant University
  Smithfield, RI
• 06/2014 → 02/2019
  Unemployed
  Coventry, CT
• 03/2020 → 05/2021
  Unemployed
  Coventry, CT
• 05/2021 → 08/2022
  Waters Edge Resort And Spa
  Westbrook, CT
• 02/2019 → 07/2019
  Gallery Cinemas
  Colchester, CT
• 06/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2022 → 06/2023
  Unemployed
  Coventry, CT
• 07/2019 → 09/2019
  Unemployed
  Coventry, CT
• 09/2019 → 03/2020
  Trattoria Toscana
  Manchester, CT
• 06/2023 → 08/2023
  Fidelity
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Providence, RI
  Smithfield, RI

Other Businesses

OBA-125008|OrgNmn:Bellina|Org Addr:Providence,Rhode Isla,US|OBA Nature:I sell clothes online through |Invst Rel:N|Title:Owner/Creator|Duties:Posting ads, making sure the products get shipped to buyers, and hadling other duties on the back end. |StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-09-20