Carter Francis Weeks
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Outdoor EscapesNov 2021 to Jun 2022
- Veridian Crediit UnionMay 2021 to Aug 2021
- Bnc FieldhouseFeb 2021 to Jun 2022
- Vivint EnergyDec 2020 to May 2021
- Zenith SolarAug 2020 to Dec 2020
- Aptive EnvironmentalMay 2020 to Aug 2020
- Brookstone WashAug 2019 to May 2020
- Iowa State UniversityAug 2018 to May 2022
- A&wMay 2017 to Aug 2019
- Inman FarmsJun 2010 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7587297
- Firm CRD
- 104555