David Mac cormick Carter
Investment adviser representative at Strategy Asset Managers L.L.C.
32 yearsExperience
1 stateRegistered in
$930.1MFirm assets
25 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Strategy Asset Managers L.L.C.May 2026 to now
- Sports Business GroupJan 1999 to now
- University of Southern CaliforniaAug 1994 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Strategy Asset Managers L.L.C.
$930.1MAssets managed
633Clients
11Advisers
25 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
- 8244240
- Firm CRD
- 109939