Garrick Ry Carter

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

AL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States

Hoover, AL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Johnson City	TN	10/2013	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2013 → Present

Fidelity Brokerage Services Llc

Johnson City, TN
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

Birmingham, AL

Hoover, AL
2013-11-06 → 2018-07-13

Strategic Advisers Llc

Johnson City, TN

Birmingham, AL
2011-09-13 → 2013-10-22

Mml Investors Services, Llc

Birmingham, AL
2008-10-02 → 2009-04-13

Edward Jones

Hoover, AL

St Louis, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-09-12
S66	Uniform Combined State Law Examination	2008-09-29

S65 Uniform Investment Adviser Law Examination

2011-09-12
S66 Uniform Combined State Law Examination

2008-09-29

Other Names

Garrick R Carter
Ry Carter

View on SEC IAPD

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