Elizabeth C. Rogers

ANGELES WEALTH MANAGEMENT

New York, NY 10152

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CRD#: 5840394

Professional summary

Elizabeth Cameron Rogers, who also goes by Cameron Rogers, is a registered financial advisor currently at ANGELES WEALTH MANAGEMENT, LLC located in New York, New York.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Elizabeth has worked at 4 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Rogers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Cameron Rogers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2025 - Present

ANGELES WEALTH MANAGEMENT, LLC

Office #1: 375 Park Avenue 8th Floor, New York, NY 10152

RIA

CRD#: 159952

New York, NY

Past

September 17, 2019 - May 2, 2025

ELLEVEST

RIA

CRD#: 175476

NEW YORK, NY

Past

September 28, 2017 - September 4, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

New York, NY

Past

February 8, 2011 - September 29, 2017

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANGELES WEALTH MANAGEMENT, LLC

CRD#: 159952 / SEC#: 801-72992

RIA

Registered Investment Advisory firm - (1/3/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(7/21/2025)

IAR

New York
(5/12/2025)

IAR

Texas
(5/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/3/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/16/2015

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/7/2011

General Securities Representative Examination

Current Firm

ANGELES WEALTH MANAGEMENT, LLC

CRD#: 159952 / SEC#: 801-72992

RIA

Registered Investment Advisory firm - (1/3/2012 Approved)

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Contact information

Main Address

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401

Mailing Address

Phone number

(310) 393-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 AWM ANNUAL AMENDMENT ADV 2A_FINAL (3/27/2025)

Regulatory assets under management

Total Number of Accounts	178
AUM (Assets Under Management)	$ 2,271,897,955

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.

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Firm Stability Insights

Elizabeth C. Rogers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Cameron Rogers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELLEVEST

J.P. MORGAN SECURITIES LLC

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Primary Firm SEC Registration

ANGELES WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/3/2011

SIE

Date: 10/1/2018

Series 3

Date: 3/16/2015

Series 7

Date: 2/7/2011

Current Firm

ANGELES WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANGELES WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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