ChooseAFinancialAdvisor.com
Advisors / Colorado / Broomfield
15yrs

Cameron Todd

Financial advisor at Strategic Advisers

Based in Broomfield, Colorado, Cameron Todd is a fiduciary financial advisor with 15 years of industry experience. Cameron joined Strategic Advisers in 2025, after four years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 133 advisors with offices in Broomfield, and one of 126 fiduciaries.

Broomfield, CO 80021Top 25% by experience at Strategic AdvisersFiduciary advisor

At a glance

Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
Office281 E. Flatiron Crossing Dr, Broomfield, CO 80021
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Cameron

Tailored to Cameron’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Cameron

How do I contact Cameron?

Call Strategic Advisers at (617) 563-7000 and ask for Cameron Todd. Cameron works from the Broomfield, CO office.

How long has Cameron been a financial advisor?

Cameron has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.

What licenses does Cameron hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Cameron a fiduciary?

Cameron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Cameron paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Cameron for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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