Samantha Claire Carter

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 11/2016 → 04/2018
  Blondies & Co
  Bountiful, UT
• 04/2018 → 08/2023
  Hug Hes Cafe
  Centerville, UT
• 03/2022 → 08/2024
  Brite Benefits
  Salt Lake City, UT
• 10/2025 → Present
  Renaissance Financial
  Sandy, UT
• 01/2015 → 05/2018
  Viewmont High School
  Bountiful, UT
• 08/2018 → 04/2019
  Weber State University
  Ogden, UT
• 08/2019 → 04/2020
  University Of Utah
  Salt Lake City, UT
• 01/2021 → 04/2021
  Weber State University
  Ogden, UT
• 08/2021 → 12/2022
  University Of Utah
  Salt Lake City, UT
• 08/2024 → 11/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: Renaissance Financial INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: Financial professional APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: provide financial services;

Exams

• S66 Uniform Combined State Law Examination
  2026-01-23

Other Names

• Sammy Carter
• Sam Carter