Carter D Weeks

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-04-17
NC	RA	APPROVED	2023-04-11

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	08/2021	02/2023
Charlotte Mecklenburg School District	Charlotte	NC	08/2011	08/2017
Autobell Car Wash	Raleigh	NC	06/2019	08/2019
North Carolina State University	Raleigh	NC	08/2017	05/2021
Unemployed	Raleigh	NC	05/2021	08/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Raleigh	NC	03/2023	Present
Bank Of America N.A.	Raleigh	NC	04/2023	Present

08/2021 → 02/2023

Equitable Advisors, Llc

New York, NY
08/2011 → 08/2017

Charlotte Mecklenburg School District

Charlotte, NC
06/2019 → 08/2019

Autobell Car Wash

Raleigh, NC
08/2017 → 05/2021

North Carolina State University

Raleigh, NC
05/2021 → 08/2021

Unemployed

Raleigh, NC
03/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Raleigh, NC
04/2023 → Present

Bank Of America N.A.

Raleigh, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-06

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