Cameron L. Marzi

ROGUE ADVISORS

GRANTS PASS, OR 97526

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CRD#: 7420574

Professional summary

Cameron Louis Marzi, who also goes by Cameron Marzi, is a registered financial advisor currently at ROGUE ADVISORS, LLC located in Grants Pass, Oregon.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cameron has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Marzi

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.

Self-employed; Not investment-related; Grants Pass, OR; Social Media Marketing; owner; Started June 2023; 5 hours per month; 1 hour per month during trading; assisting companies with social media marketing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Louis Marzi'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

August 1, 2021 - Present

ROGUE ADVISORS, LLC

Office #1: 1246 Ne 7th St. Suite B, Grants Pass, OR 97526

RIA

CRD#: 132105

GRANTS PASS, OR

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

Oregon
(8/1/2021)

IAR

Texas
(7/25/2024)

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 65

Date: 7/23/2021

Uniform Investment Adviser Law Examination

Current Firm

ROGUE ADVISORS, LLC

CRD#: 132105 / SEC#: 801-63283

RIA

Registered Investment Advisory firm - (3/30/2005 Terminated)

Arizona

Registered Investment Advisory firm - (1/1/2024 Approved)

Oregon

Registered Investment Advisory firm - (6/24/2005 Approved)

Texas

Registered Investment Advisory firm - (7/10/2024 Conditional Restricted)

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

1246 Ne 7th St. Suite B, Grants Pass, OR 97526

Mailing Address

Phone number

(541) 474-9700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	311
AUM (Assets Under Management)	$ 65,349,170

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 L. Marzi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Louis Marzi's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROGUE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2021

Current Firm

ROGUE ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROGUE ADVISORS, LLC

TRUST BUT VERIFY

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