Chetwin Carter, financial advisor Baton Rouge LA

Chetwin Carter

CRD Number: 3117670
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chetwin Carter (CRD# 3117670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baton Rouge, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Baton Rouge, LA Oct 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge, LA Sep 2019 - Current 2
Unemployed Baton Rouge, LA Jun 2019 - Sep 2019 < 1
Community School For Apprenticeship Learning, Inc. Baton Rouge, LA Aug 2015 - Jun 2019 3
St. James Parish Schools Lutcher, LA Jan 2009 - May 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Chetwin V. Carter
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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