Carter Sterling Benton

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Experience

10 years in the industry.

1. Fisher InvestmentsJul 2026 to now
2. Trinity Wealth Securities, LLCOct 2025 to May 2026
3. Florida Financial Advisors dba Texas Financial AdvisorsJun 2025 to May 2026
4. UnemployedDec 2024 to Jun 2025
5. University of Colorado, BoulderDec 2023 to Dec 2024
6. Rush BowlsJan 2023 to Nov 2023
7. University of Colorado BoulderSep 2022 to Dec 2022
8. Fluent SolarJun 2022 to Aug 2022
9. University of Colorado BoulderOct 2021 to May 2022
10. Uber Eats DriverJun 2021 to Sep 2021
11. University of Colorado BoulderFeb 2021 to May 2021
12. Vitality BowlsDec 2020 to Jan 2021
13. University of Colorado, BoulderSep 2020 to Nov 2020
14. Vitality BowlsAug 2020 to Aug 2020
15. Vitality BowlsJun 2020 to Jul 2020
16. John Paul Ii High SchoolDec 2019 to May 2020
17. Ben and JerrysJul 2019 to Nov 2019
18. UnemployedJun 2019 to Jun 2019
19. John Paul Ii High SchoolAug 2018 to May 2019
20. UnemployedJun 2018 to Jul 2018
21. John Paul Ii High SchoolAug 2017 to May 2018
22. UnemployedJun 2017 to Jul 2017
23. John Paul Ii High SchoolAug 2016 to May 2017

Exams passed

• Series 65 · Uniform Investment Adviser Law2025
• Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Fisher Investments

Legal name: Fisher Asset Management, LLC

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

8121639

Firm CRD

107342