Samantha Claire Carter
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Renaissance FinancialOct 2025 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Brite BenefitsMar 2022 to Aug 2024
- University of UtahAug 2021 to Dec 2022
- Weber State UniversityJan 2021 to Apr 2021
- University of UtahAug 2019 to Apr 2020
- Weber State UniversityAug 2018 to Apr 2019
- Hug Hes CafeApr 2018 to Aug 2023
- Blondies & CoNov 2016 to Apr 2018
- Viewmont High SchoolJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7973321
- Firm CRD
- 105644