Adam Carter

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2010 → 04/2022
  Aledo Isd
  Aledo, TX
• 04/2022 → Present
  Haber Wealth Group
  Fort Worth, TX
• 04/2023 → 11/2023
  Fsc Securities Corporation
  Cameron, TX
• 11/2023 → Present
  Osaic Wealth, Inc.
  Cameron, TX

Other Businesses

1. Adam Carter, Life Ins, 210 Cameron,Tx,76520 , Advisor Prac, Admin As, Admin As, 04/22, 160, 160, Admin As 2. CAK RANCH POS: Ownr/Op NAT: Agriculture INV REL: No NO OF HRS: 10 SEC TRAD HRS: 1 DATE: 06/06/23 ADD: 603 W 25th st, CameronTX76520 DES: manage Cattle and ranchland to maintain the cattle. 3. CAMERON CHAMBER OF COMMERCE POS: President NATURE: City of Cameron Chamber of commerce Non-For Profit INVESTMENT RELATED: No NO OF HRS: 15 SECURITIES TRADING HRS: 2 START DATE: 03/01/24 ADD: 102 W 1st st, Cameron TX 76520 DESC: To help organize community's events that help promote local culture and business 4. HABER W MGT OWNERSHIP POS: VP NAT: S-Corp INV REL: Yes NO OF HRS: 2 SEC TRAD HRS: 10 DATE: 03/24/24 ADD: 210 N Houston, CameronTX76520 DESC: VP: Oversee client accts, Lead Client mtgs, lead admin, give general dir to Co., Conduct roll over calls, trade, and do client pln.? 5. IRON TRACK RENTALS POS: mbr NAT: the LLC holds real estate pro for rentals we own INV REL: Yes NO OF HRS: 3 SEC TRAD HRS: 0 DATE: 08/08/25 ADD: 1443 County Rd 242, CameronTX76520 DESC: provide occas input/oversight on the rental pro as needed. My inv prim consists of reviewing sig decis or potential new opp. I am not involved in daily op or any sec-rel act. 6. LITTLE RIVER REALTY POS: Mbr NAT: the LLC holds real estate pro for rentals we own INVE REL: Yes NO OF HRS: 3 SEC TRAD HRS: 0 DATE: 08/08/25 ADD: 1443 County Rd 242, CameronTX76520 DESC: provide occas input/oversight on the rental pro as needed. My invol prim consists of reviewing sig decis or potential new opp. I am not involved in daily op or any sec-rel act. 7. IRON TRACK PRO HOLDINGS POS: mbr NATURE: the LLC holds real estate properties for rentals we own INV REL: Yes NO OF HRS: 3 SEC TRAD HRS: 0 DATE: 08/08/25 ADD: 1443 County Rd 242, CameronTX76529 DES: provide occas input and oversight on the rental pro as needed. My invol prim consists of reviewing sig decis or potential new opp. I am not involved in daily op or any sec-rel act. 8. LITTLE RIVER RENTALS POS: Mbr NAT: the LLC holds real estate pro for rentals we own INV REL: Yes NO OF HRS: 3 SEC TRAD HRS: 0 DATE: 08/08/25 ADD: CameronTX76520 DESC: provide occas input and oversight on the rental pro as needed. My invol prim consists of reviewing sig decis or potential new opp. I am not invol in daily op or any sec-rel act. 9. IRON TRACK REALTY POS: mbr NAT: This LLC holds real estate pro for rentals we own INV REL: Yes NO OF HRS: 3 SEC TRAD HRS: 0 DATE: 08/08/25 ADD: 1443 County Rd 242, CameromTX76520 DESC: provide occ input and oversight on the rental pro as needed. My invol prim consists of reviewing sig decis or potential new opp. I am not invol in daily op. 10. LITTLE RIVER PROPERTY MGT POS: Mbr NAT: the LLC holds real estate properties for rentals we own INV REL: Yes NO OF HRS: 3 SECU TRAD HRS: 0 DATE: 08/08/25 ADD: CameronTX76520 DESC: provide occas input and oversight on the rental pro as needed. My invol prim consists of reviewing sig decis or potential new opp. I am not invol in daily op or any sec-rel act. 11. HABER W MGT POS: W Advisor /Ownr / VP NAT: S-Corp INV REL: Yes NO OF HRS: 160 SEC TRAD HRS: 160 DATE: 06/01/20 ADD: CameonTX76520 DESC: W Manager: Oversee client accts, Lead Client mtgs, Conduct roll over calls, trade, and do client plann.Owns 49% of Haber W 12. BTW PROPERTY MGT POS: mbr NAT: This LLC mangs our rental pro and is public facing INV REL: Yes NO OF HRS: 3 SEC TRAD HRS: 0 DATE: 08/08/25 ADD: 1443 County Rd 242, CameronTX76520 DESC: provide occas input/oversight related to our pro mgt co, which manages our rental pro. My invol is limited to reviewing larger decis/potential new opp as needed. I am not invol in daily op or any sec-rel act. 13. ADAM CARTER POS: Insurance Agent NATURE: Ins Agent INVESTMENT RELATED: Yes NO OF HRS: 10 SECURITIES TRADING HRS: 10 START DATE: 04/01/23 ADD: 210 N Houston Ave, Cameron TX 76520 DESC: Work with clients to complete the appropriate request from there carriers

Exams

• S66 Uniform Combined State Law Examination
  2024-02-19

Other Names

• Carter Haber