Cameron
Doty
Certuity, LLC
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About this Advisor
Cameron Doty is a financial advisor based in North Palm Beach, Florida, working with Certuity, LLC. Cameron has previously held positions at Camden Capital, Aramark, Tequesta Insurance Agency, and Florida State University. Cameron has passed the Series 65 regulatory exam and is registered to provide services in California and Florida. Currently, Cameron is part of Certuity, LLC, which operates out of North Palm Beach, Florida. The firm has 10 offices and 41 employees. The firm manages assets totaling $4.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Certuity, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Certuity, LLC Brokerage Details
$3,961,766,158
41
3,286
$1,205,650
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Cameron Doty Work History
Camden Capital
Tequesta Insurance Agency
Aramark
Florida State University
Disclosures
Please visit the SEC profile of Cameron Doty 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 Certuity, LLC
New York, NY
North Palm Beach, FL
El Segundo, CA
Santa Monica, CA
Manhattan Beach, CA
North Palm Beach, FL
Santa Monica, CA
North Palm Beach, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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