Mark
Cameron
Etico Wealth Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Cameron is a financial advisor working in Clifton Park, New York who has 7 years of relevant experience. Cameron is an advisor for Etico Wealth Management LLC. Over the course of their career, Cameron has held roles at Etico Partners, LLC (Dba Cameron Harrod), Charles Schwab & Co., Inc, Charles Schwab Bank, Dlg Wealth Management LLC (Dba Cameron Harrod), Dinosaur Financial and The Five Star Institute. Cameron holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Etico Wealth Management LLC is an advisory firm that has its headquarters in Clifton Park, NY. The firm has offices in five locations and a total of 11 people on staff. It controls $91 million in assets under management among its 294 customer accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 294 customer accounts, 29% are held by high-net-worth individuals who have at least $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules depend on the type of services provided. However, fees billed by Etico Wealth Management LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Etico Wealth Management LLC Brokerage Details
$90,552,526
11
294
$308,002
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mark Cameron Work History
Mark has been registered as a financial advisor for 7 years.*
Etico Partners, LLC (Dba Cameron Harrod)
Dlg Wealth Management LLC (Dba Cameron Harrod)
Dinosaur Financial
The Five Star Institute
Charles Schwab & Co.,Inc
Charles Schwab Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Cameron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Etico Wealth Management LLC
Clifton Park, NY
Clifton Park, NY
Bloomington, IN
Clifton Park, NY
King Of Prussia, PA
Utica, NY
Clifton Park, NY
Clifton Park, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
