Christopher Scott Carter

Employer firm

Arcadia Wealth Management, LLC CRD 284925

$446M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 08/2019
  Td Bank, N.A.
  Boston, MA
• 10/2015 → 08/2019
  Td Private Client Wealth Llc
  Boston, MA
• 09/2019 → 07/2025
  Bny Wealth
  Boston, MA
• 07/2025 → Present
  Arcadia Financial Group
  Manchester, NH
• 07/2025 → Present
  Arcadia Wealth Management, Llc
  Manchester, NH

Previous Registrations

• 2015-12-23 → 2019-08-30
  Td Private Client Wealth Llc
  Boston, MA

Other Businesses

name; Arcadia Financial Group, LLC investment-related; YES address; 155 Dow St. STE 301 Manchester NH 03101 nature business; Insurance products and services are offered and sold through Arcadia Financial Group, LLC and individually licensed and appointed insurance agents. position; Financial Planner start date; 2025-08-11 hours/month devoted to business; 176 hours devoted to business during securities trading hours; 1.5 duties; Prepare cases for retirement planning;

Exams

• S66 Uniform Combined State Law Examination
  2015-12-21

Designations

• Certified Financial Planner