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Cameron Wardell Dickerson

AURELIEN CAPITAL PARTNERS
CHICAGO, IL
·CRD# 6633794·10 years experience

Professional Summary

Cameron Wardell Dickerson, who also goes by Cameron Wardell Dickerson, Cameron Dickerson, is a registered financial advisor currently at AURELIEN CAPITAL PARTNERS located in Chicago, Illinois. Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cameron has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cameron Wardell Dickerson, Cameron Dickerson

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

AURELIEN CAPITAL PARTNERS·CRD# 311163
RIA
208 N. Green Street, Chicago, IL 60607
December 9, 2020 - Present
A&O ADVISORS·CRD# 298796
RIA
Chicago, IL
October 11, 2019 - December 21, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Northbrook, IL
April 17, 2017 - October 15, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Northbrook, IL
March 9, 2017 - October 15, 2019
MORGAN STANLEY·CRD# 149777
BD
Chicago, IL
July 20, 2016 - November 11, 2016

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Current Firm

AC
AURELIEN CAPITAL PARTNERS

AURELIEN CAPITAL PARTNERS | AURELIEN CAPITAL PARTNERS LLC

CRD#: 311163 / SEC#: 801-119767
RIA
Registered Investment Advisory firm - SEC (6/18/2021 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (5/27/2021 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

208 N. Green Street, Chicago, IL 60607

Phone Number

(312) 248-4287

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

124

AUM (Assets Under Management)

$30,359,052

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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.

INDEPENDENT INSURANCE AGENT; SAME LOCATION; 2 HOURS PER MONTH Mr. Dickerson may also perform certain administrative services for Aurelien Capital Partner's affiliate, Aurelien Capital Management, LLC, for which he receives compensation.

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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.
IAR
Illinois
(12/9/2020)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Cameron Wardell Dickerson's CRS (Customer Relationship Summary).

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