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David Mac Cormick Carter

Strategy Asset Managers L.L.C.

Redondo Beach, CA

Pasadena, CA

CRD 8244240

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Employer firm

Strategy Asset Managers L.l.c. CRD 109939

$930M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Strategy Asset Managers L.L.C.

790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2026-05-06
  • CA RA
    APPROVED_RES
    Since 2026-05-06

Branch Locations

Redondo Beach, CA • United States

790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • 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
University Of Southern California Los Angeles CA 08/1994 Present
Sports Business Group Los Angeles CA 01/1999 Present
  • 08/1994 → Present
    University Of Southern California
    Los Angeles, CA
  • 01/1999 → Present
    Sports Business Group
    Los Angeles, CA

View on SEC IAPD

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