Investment adviser representative · Aegis Wealth Management, Inc.
Cameron W. Gardner
CRD 6997652 · Carmel, IN
At a glance
Cameron W. Gardner is an investment adviser representative with Aegis Wealth Management, Inc. in Carmel, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cameron’s SEC record dates to 2024, about 1 years ago.
Current advisory firms
- Aegis Wealth Management, Inc.Since December 2024Carmel, IN · $216M in regulatory assets
- Crown Haven Wealth ManagementSince December 2024Carmel, IN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Cameron’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
- Locked
- 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.