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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Willcox Wealth Management

Cameron C. Willcox

CRD 7174888 · New York, NY

At a glance

Cameron C. Willcox is an investment adviser representative with Willcox Wealth Management in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cameron’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Willcox Wealth ManagementSince May 2025New York, NY · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2020 (6 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 66
Registered in
2 states
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
2 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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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.