Cameron A. Brazzell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cameron Adams Brazzell, who also goes by Cameron Brazzell, was a registered financial professional .
Cameron is a previously registered financial professional and started their career in finance in 2006. Cameron had worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 13, 2018 - October 31, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 23, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
April 14, 2011 - October 31, 2022
FIDELITY BROKERAGE SERVICES LLC
March 23, 2010 - February 18, 2011
CHASE INVESTMENT SERVICES CORP.
March 22, 2010 - February 18, 2011
CHASE INVESTMENT SERVICES CORP.
August 26, 2009 - March 12, 2010
HARRISDIRECT LLC
November 1, 2007 - March 12, 2010
E*TRADE SECURITIES LLC
January 5, 2007 - October 24, 2007
EDWARD JONES
September 14, 2006 - October 24, 2007
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
