Andrew George Rounsavelle Carter

Employer firm

Panoramic Capital Partners LLC CRD 331349

$393M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• BUSINESS CONSULTING

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

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

Current Employers

Employment History

• 06/2009 → 05/2024
  Morgan Stanley Smith Barney
  Portland, OR
• 01/2015 → 05/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2024 → Present
  Panoramic Capital Partners Llc
  Lake Oswego, OR
• 01/2015 → 05/2024
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-06-01 → 2024-06-04
  Morgan Stanley
  Portland, OR
  Portland, OR
• 2003-04-23 → 2009-06-01
  Citigroup Global Markets Inc.
  Portland, OR
  Portland, OR

Other Businesses

* 380459 - Power of Attorney; Not Investment related ; Portland , OR; Power of attorney (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 5; After business hours: 5. *383661 - William & Barbara Carter Properties LLC; Investment related; Property management activities; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 2; After business hours: 2. *383662 - 900 W. 8th Street LLC; Investment related; Medford, OR; Property management activities; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 2; After business hours: 2. *383664 - 9 Todd Lane LLC; Investment related; Property management activities; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 2; After business hours: 2. *383665 - 26 Newtown LLC; Investment related; Medford, OR; Property management activities; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 2; After business hours: 2. *539615- Trust; Investment related-Yes; Lake Oswego, Oregon; 04/2020; During business hours: 5; After business hours: 10 *Carter Family Properties LLC; investment-related; Lake Oswego, Oregon; Member; Real Estate; manage and oversee various investment properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-12
• S63 Uniform Securities Agent State Law Examination
  1991-12-05