Brandon Ellis Carter
Investment adviser representative at Financial Strategies Group, Inc
20 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$677.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Financial Strategies Group, IncAug 2017 to now
- Financial Strategies Group, IncAug 2014 to Jul 2017
- Daly Merritt Financial Services, IncJun 2012 to Jul 2017
- Eagle Strategies LLCApr 2011 to Jul 2017
- Nylife Securities, LLCMay 2007 to Jul 2017
- New York Life Insurance Comp.Aug 2006 to Jul 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Financial Strategies Group, Inc
$677.4MAssets managed
1,284Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5192849
- Firm CRD
- 289054