Cameron C. Willcox
WILLCOX WEALTH MANAGEMENT | Associate Wealth Advisor
NEW YORK, NY 10023
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CRD#: 7174888
Cameron Colt WillcoxWILLCOX WEALTH MANAGEMENT
Professional summary
Cameron Colt Willcox, CFP®, who also goes by Cam Willcox, is a registered financial advisor currently at WILLCOX WEALTH MANAGEMENT located in New York, New York.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cameron has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Always Fiduciary
Biography
A native of Massachusetts, Cam worked for the Boston Red Sox for a few years after college before making the transition to finance. He began as a retail banker, then joined E*TRADE as a financial consultant, providing 1-on-1 advice to clients. Cam’s passion for financial planning has only grown in recent years, and he understands how a secure financial picture can allow people to enjoy the important things in life. Outside of work, Cam plays pickup hockey and enjoys time outdoors with friends and family. He holds the FINRA Series 66 license and is a CERTIFIED FINANCIAL PLANNER™ professional.
Aliases
Cam Willcox
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 name of the other business; Mercer Global Advisors Inc. whether the business is investment-related; Investment Related the address of the other business; 1200 17th Street, Denver, Colorado 80202, the nature of the other business; Registered Investment Advisor (RIA) your position; title, or relationship with the other business; Wealth Advisor the start date of your relationship; 08/2022 the approximate number of hours/month you devote to the other business; 126 hrs/month or 75% of his time per month the number of hours you devote to the other business during securities trading hours; 126 hrs/month or 75% of his time per month and briefly describe your duties relating to the other business; Provides Financial Planning, Investment Management to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Colt Willcox'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®
Experience
Current
May 14, 2025 - Present
WILLCOX WEALTH MANAGEMENT
Office #1: 33 W 60th St Suite 231, New York, NY 10023RIA
CRD#: 335728
NEW YORK, NY
Past
August 5, 2022 - April 29, 2025
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Denver, CO
Past
March 19, 2020 - July 28, 2022
HARRISDIRECT LLC
RIA
CRD#: 42159
Boston, MA
Past
January 23, 2020 - July 28, 2022
E*TRADE SECURITIES LLC
BD
CRD#: 29106
Boston, MA
Past
October 15, 2019 - January 21, 2020
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
BOSTON, MA
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
Colorado(5/14/2025)
IAR
New York(6/4/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 2/14/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
PR
Series 6TO
Passed: 10/15/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
WW
WILLCOX WEALTH MANAGEMENT
WILLCOX WEALTH MANAGEMENT | WILLCOX WEALTH PLANNING, LLC
CRD#: 335728 / SEC#:
Colorado
Registered Investment Advisory firm - (5/14/2025 Approved)New York
Registered Investment Advisory firm - (6/4/2026 Approved)Loading...
Contact information
Main Address
33 W 60th St Suite 231, New York, NY 10023
Mailing Address
Phone number
(978) 888-3012
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 3,347,645 |
Red Flags
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Company Information
WILLCOX WEALTH MANAGEMENT
Associate Wealth AdvisorCRD#: 335728New York, NY 10023TRUST BUT VERIFY
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Contact information
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