Carter Barrett

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2018 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 05/2018 → 07/2018
  Unemployed
  Phoenix, AZ
• 08/2017 → 05/2018
  Northern Arizona University Office Of Housing And Residence Life
  Flagstaff, AZ
• 05/2017 → 08/2017
  Bank Of America Merrill Edge
  Chandler, AZ
• 05/2016 → 05/2017
  Grimaldi's Coal Brick Oven Pizzeria
  Flagstaff, AZ
• 02/2019 → 08/2022
  Trust Bank
  Phoenix, AZ
• 02/2019 → 08/2022
  Cetera Investment Services Llc
  Saint Cloud, MN
• 02/2019 → 08/2022
  Cetera Investment Advisers Llc
  Phoenix, AZ
• 08/2022 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 08/2022 → Present
  Charles Schwab & Co
  Phoenix, AZ

Previous Registrations

• 2019-02-07 → 2022-08-18
  Cetera Investment Advisers Llc
  Phoenix, AZ
  Scottsdale, AZ
• 2018-10-12 → 2019-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-10-11

Designations

• Certified Financial Planner

Other Names

• Carter Barrett
• Carter Quinn Barrett