Carter Scheetz

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → 02/2024
  Lmcg Investments, Llc
  Boston, MA
• 12/2016 → 02/2024
  Foreside Fund Services, Llc
  Boston, MA
• 02/2024 → 03/2025
  One Charles Private Wealth
  Hingham, MA
• 04/2025 → 06/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → 06/2025
  Boston Wealth Strategies
  Needham, MA
• 06/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2025 → Present
  Boston Wealth Strategies
  Needham, MA

Previous Registrations

• 2024-02-22 → 2025-03-31
  One Charles Private Wealth
  Hingham, MA

Other Businesses

Fixed insurance sales; as of 08/28/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-04-30

Designations

• Certified Financial Planner

Other Names

• Carter Williamson Scheetz
• Carter Williamson Scheetz
• Carter W Scheetz