CD
CFA
CD
CFA

Cameron Laurel Dawson

5 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

Loading...

Location

2200 Atlantic Street, 2nd Floor, Stamford, CT, 06902

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
New Edge Wealth
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Fieldpoint Private Securities LLC
October 2020 - May 2022 · 1 yr 7 mos
State Registrations2 states
CTNY
Advisor
Exams
No exam information available for this advisor.
Cameron Laurel Dawson - Financial Advisor | TrueAdvisor