Stanley D Carter

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2013 → 06/2017
  Franklin High School
  Franklin, MA
• 05/2014 → 05/2019
  Rsig Security
  Framingham, MA
• 08/2017 → 05/2021
  Merrimack College
  North Andover, MA
• 12/2017 → 07/2021
  Cornerstone Masonry
  Easton, MA
• 07/2021 → 11/2021
  Unemployed
  Franklin, MA
• 11/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
  Franklin, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-09
• S63 Uniform Securities Agent State Law Examination
  2022-07-18

Other Names

• Stanley Davidson Carter