Carter Federico
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- LgcyNov 2021 to Jan 2022
- SuntriaFeb 2021 to Feb 2023
- Utah Valley UniversityAug 2020 to Feb 2023
- Utah State UniversityJan 2019 to May 2020
- VivintDec 2018 to Nov 2021
- ConserviceSep 2018 to Apr 2019
- The Church of Jesus Christ and Latter-day SaintsAug 2016 to Aug 2018
- UnemployedJan 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7703803
- Firm CRD
- 104555