Alexander CarterCRD Number: 5977084
Current Firm: Strategic Advisers, Inc.
Alexander Carter (CRD# 5977084) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Sunnyvale, CA and has over 5 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Fidelity Investments||American Fork, UT||Aug 2011 - Current||5|
|Carter's Carpet Service||Concord, CA||May 2011 - Aug 2011||< 1|
|Brigham Young University||Provo, UT||Jun 2008 - May 2011||2|
|The Home Depot||Provo, UT||Feb 2008 - May 2011||3|
|Utah Valley University||Orem, UT||Feb 2008 - May 2008||< 1|
|Diablo Valley Junior College||Plesant Hill, CA||Sep 2007 - Jan 2008||< 1|
|Ygnacio Valley High School||Concord, CA||Aug 2007 - Nov 2007||< 1|
|Lds Mission||Campinas,||Jun 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
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
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