Cameron Croteau (CRD# 7184815) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 3 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
CRD# 3228403
Sand Hill Global Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital | Los Angeles, CA | Jun 2019 - Current | 4 |
| Pricewaterhouse Coopers LLP | Los Angeles, CA | Jul 2018 - Jun 2019 | < 1 |
| Pricewaterhouse Coopers LLP | New York, NY | Oct 2017 - Jul 2018 | < 1 |
| Boston College | Chestnut Hill, MA | Aug 2013 - Oct 2017 | 4 |
| Bhe Us Transmission | Portland, OR | May 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CA
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Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
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Average Account Value$16,446,551
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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