Evan William 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
MD	RA	APPROVED	2025-03-31

MD RA
APPROVED

Since 2025-03-31

Branch Locations

Annapolis, MD • United States

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • 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

Organization	City	State	From	To
Wells Fargo Advisors, Llc.	Pasadena	MD	07/2012	11/2016
Wells Fargo Bank Na	Pasadena	MD	07/2012	02/2021
Wells Fargo Clearing Services, Llc	Pasadena	MD	11/2016	02/2021
Newrez, Llc	Columbia	MD	02/2021	12/2022
Fidelity Investments	Annapolis	MD	12/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2012 → 11/2016

Wells Fargo Advisors, Llc.

Pasadena, MD
07/2012 → 02/2021

Wells Fargo Bank Na

Pasadena, MD
11/2016 → 02/2021

Wells Fargo Clearing Services, Llc

Pasadena, MD
02/2021 → 12/2022

Newrez, Llc

Columbia, MD
12/2022 → Present

Fidelity Investments

Annapolis, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-01-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Annapolis, MD
2013-09-03 → 2021-02-16

Wells Fargo Clearing Services, Llc

Pasadena, MD

Columbia, MD

Pasadena, MD

Columbia, MD

Annapolis, MD

Baltimore, MD

Annapolis, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-09-03
S63	Uniform Securities Agent State Law Examination	2013-08-13

S65 Uniform Investment Adviser Law Examination

2013-09-03
S63 Uniform Securities Agent State Law Examination

2013-08-13

Other Names

Evan Carter

View on SEC IAPD

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