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Carter Melvin

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Investments Torrance CA 05/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2006 → Present
    Fidelity Investments
    Torrance, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Jacksonville, FL
    Jacksonville, FL
  • 2006-09-14 → 2018-07-13
    Strategic Advisers Llc
    Torrance, CA
    Jacksonville, FL
  • 2005-09-20 → 2006-05-10
    Morgan Stanley Dw Inc.
    Torrance, CA
Other Businesses

OBA-11139|OrgNmn:PHC Holdings, LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Rental property ownership|Invst Rel:Y|Title:Owner|Duties:Approve Tenants, Approve renovations|StrtDt:11-30-15|TotHrs/mon:2|TrdHrs/mon:0|OBA-59987|OrgNmn:Scraps and Cutoffs|Org Addr:Jacksonvil,Florida,US|OBA Nature:woodworking crafts|Invst Rel:N|Title:Owner|Duties:craftsmanship associated with woodworking|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-19
  • S66 Uniform Combined State Law Examination
    2005-09-19
Other Names
  • Carter Melvin
  • Carter Burr Melvin

View on SEC IAPD

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