Best Investors Account Sign in

Carter Cannon

Strategic Advisers LLC

Salt Lake City, UT

South Jordan, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

South Jordan, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc American Fork UT 09/2012 01/2021
Fidelity Personal And Workplace Advisors American Fork UT 07/2018 01/2021
Jpmorgan Chase Bank Na Salt Lake City UT 01/2021 03/2021
Jpmorgan Securities, Llc Salt Lake City UT 01/2021 03/2021
Strategic Advisers Llc American Fork UT 11/2014 07/2018
E*Trade Securities Llc Sandy UT 03/2021 05/2022
E*Trade Capital Management Llc Sandy UT 03/2021 05/2022
Fidelity Investments Salt Lake City UT 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2012 → 01/2021
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 07/2018 → 01/2021
    Fidelity Personal And Workplace Advisors
    American Fork, UT
  • 01/2021 → 03/2021
    Jpmorgan Chase Bank Na
    Salt Lake City, UT
  • 01/2021 → 03/2021
    Jpmorgan Securities, Llc
    Salt Lake City, UT
  • 11/2014 → 07/2018
    Strategic Advisers Llc
    American Fork, UT
  • 03/2021 → 05/2022
    E*Trade Securities Llc
    Sandy, UT
  • 03/2021 → 05/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 05/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2021-03-10 → 2022-05-18
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2021-01-25 → 2021-03-09
    J.P. Morgan Securities Llc
    Holladay, UT
    Salt Lake City, UT
    Salt Lake, UT
  • 2018-07-13 → 2021-02-12
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-11-12 → 2018-07-13
    Strategic Advisers Llc
    American Fork, UT
    Salt Lake City, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-30
S63 Uniform Securities Agent State Law Examination 2012-12-22
  • S66 Uniform Combined State Law Examination
    2014-10-30
  • S63 Uniform Securities Agent State Law Examination
    2012-12-22
Other Names
  • Carter Ryan Cannon
  • Carter Cannon
  • Carter R Cannon

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor