TrueAdvisor
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CC
CFP
CC
CFP

Cameron D Cole

Empirical Wealth Management
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth
Empirical Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:None

Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Empirical Wealth Management
July 2025 - Present · 7 mos
Previous Registrations
Solidarity Wealth, LLC
December 2024 - July 2025 · 7 mos
Alliancebernstein L.P.
June 2021 - December 2024 · 3 yrs 6 mos
Sanford C. Bernstein & CO., LLCBroker
June 2021 - December 2024 · 3 yrs 6 mos
Zions Direct, INC.Broker
March 2011 - February 2015 · 3 yrs 11 mos
Zions Capital Advisors, INC.
March 2011 - February 2015 · 3 yrs 11 mos
TD Ameritrade, INC.
November 2007 - March 2010 · 2 yrs 4 mos
Amerivest Investment Management, LLC
November 2007 - March 2010 · 2 yrs 4 mos
TD Ameritrade, INC.Broker
June 2007 - March 2010 · 2 yrs 9 mos
Sanford C. Bernstein & CO., LLCBroker
May 2002 - May 2007 · 5 yrs
Morgan Stanley Dw INC.Broker
October 2000 - August 2001 · 10 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.