Cameron Montgomery Heard

Strategic Advisers LLC

Ellicott City, MD

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-07-14
TX	RA	APPROVED	2025-07-14

MD RA
APPROVED

Since 2025-07-14
TX RA
APPROVED

Since 2025-07-14

Branch Locations

10101 Twin Rivers Rd, Columbia, MD 21044-2675 • United States

Ellicott City, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Salisbury University	Salisbury	MD	08/2021	06/2022
Salisbury University	Salisbury	MD	08/2019	04/2020
Chapelgate Christian Academy	Marriottsville	MD	08/2017	06/2018
Unemployed	Marriottsville	MD	06/2018	08/2018
Salisbury University	Salisbury	MD	08/2020	06/2021
Unemployed	Ellicott City	MD	04/2020	08/2020
Salisbury University	Salisbury	MD	08/2022	03/2024
T. Rowe Price	Owings Mills	MD	06/2023	08/2023
T. Rowe Price	Owings Mills	MD	06/2022	08/2022
Celebration Church	Columbia	MD	06/2019	08/2019
Salisbury University	Salisbury	MD	08/2023	05/2024
Lifetime Fitness	Columbia	MD	06/2021	08/2021
Marriotts Ridge High School	Marriottsville	MD	08/2018	06/2019
Fidelity Investments	Columbia	MD	06/2024	Present
Dunkin Donuts	Marriottsville	MD	04/2016	08/2017
Salisbury University	Salisbury	MD	08/2022	05/2023

08/2021 → 06/2022

Salisbury University

Salisbury, MD
08/2019 → 04/2020

Salisbury University

Salisbury, MD
08/2017 → 06/2018

Chapelgate Christian Academy

Marriottsville, MD
06/2018 → 08/2018

Unemployed

Marriottsville, MD
08/2020 → 06/2021

Salisbury University

Salisbury, MD
04/2020 → 08/2020

Unemployed

Ellicott City, MD
08/2022 → 03/2024

Salisbury University

Salisbury, MD
06/2023 → 08/2023

T. Rowe Price

Owings Mills, MD
06/2022 → 08/2022

T. Rowe Price

Owings Mills, MD
06/2019 → 08/2019

Celebration Church

Columbia, MD
08/2023 → 05/2024

Salisbury University

Salisbury, MD
06/2021 → 08/2021

Lifetime Fitness

Columbia, MD
08/2018 → 06/2019

Marriotts Ridge High School

Marriottsville, MD
06/2024 → Present

Fidelity Investments

Columbia, MD
04/2016 → 08/2017

Dunkin Donuts

Marriottsville, MD
08/2022 → 05/2023

Salisbury University

Salisbury, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-24

S66 Uniform Combined State Law Examination

2025-02-24

Other Names

Cameron M Heard
Cameron Heard

View on SEC IAPD

Other Firms

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MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

KEVIN MICHAEL LINK

CHRISTOPHER ANTHONY SCHIPSKE

CHRISTOPHER ANTHONY SADOWSKI

EMELIA ADUTWUMWAA SARBENG

Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD

TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD

WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD

MML INVESTORS SERVICES, LLC · Columbia, MD

WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD

WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

More in Columbia, MD

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