Bryan CarterCRD Number: 5436317
Current Firm: Strategic Advisers, Inc.
Bryan Carter (CRD# 5436317) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Reston, VA and has over 9 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Fidelity Investments||New York, NY||Sep 2007 - Current||9|
|St. John's University||Queensq, NY||Nov 2006 - Aug 2007||< 1|
|St. John's University||Queens, NY||Aug 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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