Carter Cannon
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- E*trade Capital Management LLCMar 2021 to May 2022
- E*trade Securities LLCMar 2021 to May 2022
- JPMorgan Chase Bank NAJan 2021 to Mar 2021
- JPMorgan Securities, LLCJan 2021 to Mar 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2021
- Strategic Advisers LLCNov 2014 to Jul 2018
- Fidelity Brokerage Services LLCSep 2012 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 6124852
- Firm CRD
- 104555