Cynitresse Carter, financial advisor Saint Louis MO
78 score

Cynitresse Carter

CRD Number: 5929118
Current Firm: Wells Fargo Advisors, LLC

Cynitresse Carter (CRD# 5929118) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors St. Louis, MO Nov 2014 - Current 2
Morgan Stanley Smith Barney St. Louis, MO Jun 2012 - Nov 2014 2
School Natchez, MS Jun 2011 - Jun 2012 1
Edward Jones Investments St. Louis, MO Jun 2011 - Aug 2011 < 1
School Natchez, MS Sep 2010 - Jun 2011 < 1
Mckenzie Healthcare Solutions, Inc. Natchez, MS Jul 2010 - Sep 2010 < 1
School Natchez, MS Aug 2009 - Jul 2010 < 1
Novo 1 Forth Worth, TX Jul 2009 - Aug 2009 < 1
Unemployed Natchez, MS Jul 2007 - Jul 2009 2
Cold Stone Creamery Minneapolis, MN Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Cynitresse S. Carter
Phone Number: 314-875-3000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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