Cameron Joseph Bertelli
Investment Adviser Representative at BOK Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cameron Joseph Bertelli is an investment adviser representative with BOK Financial Advisors in Oklahoma City, OK, where they have been registered since 2019, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 52 (municipal securities representative), and Series 50 (municipal advisor representative). They are registered to provide investment advice in Oklahoma.
Office
Advisors at this office: 26
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oklahoma
- Broker:
1 state or territory
Oklahoma
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BOKF, NAApr 2019 – no end date reportedOklahoma City, OK
- BOANov 2018 – Feb 2019New york, NY
- Morgan StanleyFeb 2016 – Oct 2018New York, NY
- BOK Financial Securities, Inc.Apr 2019 – no end date reportedOklahoma City, OK
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BOK Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 139
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Tulsa, OK
- SEC file number:
- 801-53600
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at BOK Financial Advisors
Showing 12 of 139 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cameron Joseph Bertelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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