Investment adviser representative · Palisade Wealth Management
Cam T. McClellan
CRD 5419803 · Draper, UT
At a glance
Cam T. McClellan is an investment adviser representative with Palisade Wealth Management in Draper, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cam’s SEC record dates to 2007, about 18 years ago.
Current advisory firm
- Palisade Wealth ManagementSince February 2023Draper, UT · $133M in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Cam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.