Brent Carrothers, financial advisor Jacksonville FL
90 score

Brent Carrothers

CRD Number: 6020931
Current Firm: Strategic Advisers, Inc.

Brent Carrothers (CRD# 6020931) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Jacksonville, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services. LLC Jacksonville, FL Feb 2014 - Current 2
Wells Fargo Advisors LLC Orange Park, FL Jan 2012 - Feb 2014 2
Wells Fargo Bank Na Orange Park, FL Jun 2010 - Feb 2014 3
Macy's Inc. Huntington, WV Jun 2010 - Dec 2010 < 1
Marshall University Huntington, WV Jan 2008 - Jun 2010 2
The Walt Disney Company Lake Buena Vista, FL Aug 2008 - Dec 2008 < 1
Marshall University Huntington, WV Sep 2006 - Aug 2008 1
City Of Parkersburg Parkersburg, WV May 2002 - Sep 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Brent A. Carrothers
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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