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Derrick C. Carter

Schwab Wealth Advisory, Inc.

Tysons Corner, VA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-14
VA RA APPROVED 2026-02-13
  • TX RA
    APPROVED
    Since 2026-02-14
  • VA RA
    APPROVED
    Since 2026-02-13

Branch Locations

1650 Tysons Blvd Suite #150 & #180, Tysons Corner, VA 22102-4856 • 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 Covington KY 07/2015 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2025
Fidelity Investments Boston MA 03/2025 02/2026
Charles Schwab & Co., Inc. Tysons Corner VA 02/2026 Present
Schwab Wealth Advisory, Inc. Tysons Corner VA 02/2026 Present
  • 07/2015 → 07/2018
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → 03/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 02/2026
    Fidelity Investments
    Boston, MA
  • 02/2026 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 02/2026 → Present
    Schwab Wealth Advisory, Inc.
    Tysons Corner, VA
Previous Registrations
  • 2025-03-31 → 2026-02-11
    Strategic Advisers Llc
    Upper Marlboro, MD
    Bethesda, MD
    Boston, MA
  • 2018-11-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Midlothian, VA
  • 2018-07-13 → 2018-10-11
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-05-24 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
S63 Uniform Securities Agent State Law Examination 2015-10-01
  • S66 Uniform Combined State Law Examination
    2016-05-23
  • S63 Uniform Securities Agent State Law Examination
    2015-10-01
Designations
Other Names
  • Derrick Clayvon Carter
  • Derrick C. Carter
  • Derrick Carter

View on SEC IAPD

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BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
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SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
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