Carter Hansen

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
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

Oldsmar, FL • United States

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • 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 Yes
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
Fidelity Investments	Salt Lake City	UT	12/2010	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2010 → Present

Fidelity Investments

Salt Lake City, UT
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

Oldsmar, FL

Clearwater, FL
2011-11-08 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

Clearwater, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-10-27
S63	Uniform Securities Agent State Law Examination	2006-07-14

S66 Uniform Combined State Law Examination

2011-10-27
S63 Uniform Securities Agent State Law Examination

2006-07-14

Other Names

Carter A. Hansen
Carter Hansen
Carter Allen Hansen

View on SEC IAPD

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