Cameron Uttley
Professional Summary
Cameron Uttley is a registered financial advisor currently at JOHN E. SESTINA AND COMPANY located in Columbus, Ohio. Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Cameron has worked at 1 firm and has passed the SIE exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
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.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Years of Experience
5 years in the financial services industry
Current & Past Employments
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Current Firm
JOHN E. SESTINA AND COMPANY | SESTINA JOHN E. CO | MTBW, LLC
Contact Information
Main Address
1161 Bethel Road, Suite 201, Columbus, OH 43220Phone Number
(614) 326-3077# of Employees
19SEC notice filing (23 States and Territories)
Registered to provide investment advisory services in 23 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
12,193AUM (Assets Under Management)
$743,960,329Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
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.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Primary Firm SEC Registration
JOHN E. SESTINA AND COMPANY | SESTINA JOHN E. CO | MTBW, LLC
State Registrations and Notice Filings
(8/22/2023)
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.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Uttley's CRS (Customer Relationship Summary).
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
