Alexander Carter, financial advisor Sunnyvale CA
90 score

Alexander Carter

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alexander L. Carter
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
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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