Role at Compass Rose Asset Management
- Title on Schedule A
- Portfolio Manager
- Control
- Cameron Lewis is a control person of Compass Rose Asset Management.
- Ownership
- The filed direct ownership band is 10% to 25%.
- Tenure
- Cameron Lewis has held the filed role since May 2018.
The firm
Form ADV filed 31 March 2026
Career on record
- Passed SIE · 2018
- Passed Series 7 and Series 63 · 2009
Registrations and exams
No current adviser or broker registration. Cameron Lewis has passed 3 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 2009 |
| SIE | Securities Industry Essentials Examination | 14 June 2018 |
| Series 7 | General Securities Representative Examination | 15 August 2009 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Cameron O"connor Lewis
- CRD
- 5373308
- Registration status
- No current adviser or broker registration
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Cameron Lewis work?
Cameron Lewis has been Portfolio Manager of Compass Rose Asset Management, LP since May 2018, and is a control person of the firm.
Does Cameron Lewis have a current investment-adviser registration?
Cameron Lewis has no current investment-adviser or broker registration, as of 18 October 2026.
What exams has Cameron Lewis passed?
Cameron Lewis has passed 3 licensing exams: the Series 7, Series 63 and SIE. The earliest, the Series 7, was passed in August 2009.
Leadership at Compass Rose Asset Management
- Brian RianoChief Executive Officer
- Bryan CarrollPresident
- Neil BermanChief Financial Officer
- Todd DuffyChief Compliance Officer
- Sean FaheyPartner
- Jason RocheChief Investment Officer
- Daniel WeinerGeneral Counsel