Carter Scheetz (CRD# 6392385) is an Investment Advisor Representative working at One Charles Private Wealth in Hingham, MA and has over 9 years of experience in the finance industry. Carter Scheetz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
Company Name | Location | Dates | Years |
---|---|---|---|
One Charles Private Wealth | Hingham, MA | Feb 2024 - Current | < 1 |
Foreside Fund Services, LLC | Boston, MA | Dec 2016 - Feb 2024 | 7 |
Lmcg Investments, LLC | Boston, MA | Apr 2016 - Feb 2024 | 7 |
John Hancock | Boston, MA | Aug 2015 - Apr 2016 | < 1 |
John Hancock Funds LLC | Boston, MA | Aug 2015 - Apr 2016 | < 1 |
Gwfs Equities, Inc. | Andover, MA | Jan 2015 - Jul 2015 | < 1 |
Putnam Inv./putnam Retail Management | Andover, MA | Sep 2014 - Dec 2014 | < 1 |
Proformace Agency | Richmond, VA | Aug 2014 - Dec 2014 | < 1 |
Unemployed | Midlothian, VA | Jun 2014 - Sep 2014 | < 1 |
University Of South Carolina Baseball Team | Columbia, SC | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2015 |
- MA
-
Total Assets Under Management715MILLIONS
-
Total Number of Accounts342ACCOUNTS
-
Average Account Value$2,091,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, CT, FL, ID, MA, MT, NH, NY, RI, TX, VA
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