Cameron W. Dickerson

AURELIEN CAPITAL PARTNERS

Chicago, IL 60607

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CRD#: 6633794

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Wardell Dickerson | Cameron Dickerson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Wardell Dickerson's 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

December 9, 2020 - Present

AURELIEN CAPITAL PARTNERS

Office #1: 208 N. Green Street, Chicago, IL 60607

RIA

CRD#: 311163

Chicago, IL

Past

October 11, 2019 - December 21, 2020

A&O ADVISORS

RIA

CRD#: 298796

CHICAGO, IL

Past

April 17, 2017 - October 15, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NORTHBROOK, IL

Past

March 9, 2017 - October 15, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NORTHBROOK, IL

Past

July 20, 2016 - November 11, 2016

MORGAN STANLEY

CRD#: 149777

CHICAGO, IL

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

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

State Security Law Exam

IAR

Series 66

Date: 4/14/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2016

General Securities Representative Examination

Current Firm

AURELIEN CAPITAL PARTNERS

AURELIEN CAPITAL PARTNERS | AURELIEN CAPITAL PARTNERS LLC

CRD#: 311163 / SEC#: 801-119767

RIA

Registered Investment Advisory firm - (6/18/2021 Terminated)

Illinois

Registered Investment Advisory firm - (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).

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Contact information

Main Address

208 N. Green Street, Chicago, IL 60607

Mailing Address

Phone number

(312) 248-4287

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 38,327,087

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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Cameron W. Dickerson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AURELIEN CAPITAL PARTNERS

A&O ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/20/2016

Current Firm

AURELIEN CAPITAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AURELIEN CAPITAL PARTNERS

TRUST BUT VERIFY

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