James phillip Wayne Carr
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2020 to now
- Bank of America,N.A.Mar 2020 to May 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to May 2020
- Planning ConsultantsDec 2019 to Mar 2020
- UpsDec 2019 to Dec 2019
- Bok Financial Securities, Inc.Aug 2014 to Nov 2019
- BOKF, NAAug 2014 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 5952691
- Firm CRD
- 104555