Carter Castillo
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 LLCJan 2026 to now
- Fidelity InvestmentsOct 2024 to now
- StudentAug 2023 to Oct 2024
- Arocam SportsJun 2023 to Aug 2023
- StudentAug 2022 to Jun 2023
- PepsicoMay 2022 to Aug 2022
- StudentAug 2021 to May 2022
- Franklin Town RecreationJun 2021 to Aug 2021
- StudentAug 2020 to Jun 2021
- AmazonApr 2020 to Aug 2020
- StudentAug 2019 to Apr 2020
- Franklin Country ClubJun 2019 to Aug 2019
- StudentAug 2018 to Jun 2019
- Smithfield Town RecreationJun 2018 to Aug 2018
- StudentAug 2017 to Jun 2018
- Vineyard VinesJun 2017 to Aug 2017
- StudentAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 8004599
- Firm CRD
- 104555