Carter Weierman
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Echo Global LogisticsSep 2025 to Oct 2025
- AmazonJun 2025 to Aug 2025
- Amazon Flex (1099)Apr 2023 to Sep 2025
- Level Nine SportsSep 2022 to Jun 2025
- CostcoAug 2022 to Sep 2022
- FedexJul 2022 to Aug 2022
- WalmartJul 2022 to Aug 2022
- Hawx Pest ControlMay 2022 to Jun 2022
- Level Nine SportsDec 2021 to May 2022
- UnemployedSep 2021 to Dec 2021
- Lgcy PowerJul 2021 to Sep 2021
- Florida Clean EnergyMay 2021 to Jun 2021
- UnemployedFeb 2021 to May 2021
- Black Bear DinerJan 2021 to Feb 2021
- AmazonSep 2020 to Jan 2021
- Hug-hes CafeSep 2020 to Jan 2021
- South Davis Rec CenterMay 2020 to Sep 2020
- UnemployedJan 2020 to May 2020
- California PackagingSep 2019 to Jan 2020
- South Davis Rec CenterMay 2019 to Sep 2019
- UnemployedJun 2018 to May 2019
- Harrison MitsubishiDec 2017 to Jun 2018
- Bahama BucksSep 2017 to Dec 2017
- Doordash (1099)Oct 2016 to Sep 2025
- UnemployedOct 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8183608
- Firm CRD
- 104555