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Carter Francis Weeks

Strategic Advisers LLC

Wylie, TX

Westlake, TX

CRD 7587297

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Wylie, TX • United States

Two Destiny Way, Westlake, TX 76262-8100 • 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
OrganizationCityStateFromTo
Veridian Crediit Union Ankeny IA 05/2021 08/2021
Outdoor Escapes Ames IA 11/2021 06/2022
Vivint Energy Provo UT 12/2020 05/2021
Zenith Solar Midland TX 08/2020 12/2020
Aptive Environmental Provo UT 05/2020 08/2020
Brookstone Wash Ames IA 08/2019 05/2020
A&W Vinton IA 05/2017 08/2019
Fidelity Investments Westlake TX 06/2022 Present
Iowa State University Ames IA 08/2018 05/2022
Bnc Fieldhouse Ames IA 02/2021 06/2022
Inman Farms Vinton IA 06/2010 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2021
    Veridian Crediit Union
    Ankeny, IA
  • 11/2021 → 06/2022
    Outdoor Escapes
    Ames, IA
  • 12/2020 → 05/2021
    Vivint Energy
    Provo, UT
  • 08/2020 → 12/2020
    Zenith Solar
    Midland, TX
  • 05/2020 → 08/2020
    Aptive Environmental
    Provo, UT
  • 08/2019 → 05/2020
    Brookstone Wash
    Ames, IA
  • 05/2017 → 08/2019
    A&W
    Vinton, IA
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2018 → 05/2022
    Iowa State University
    Ames, IA
  • 02/2021 → 06/2022
    Bnc Fieldhouse
    Ames, IA
  • 06/2010 → 07/2018
    Inman Farms
    Vinton, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-132419|OrgNmn:Cobra Jiu Jitsu|Org Addr:Plano,Texas,US|OBA Nature:Jiu Jitsu Gym|Invst Rel:N|Title:Coach|Duties:Coaching jiu jitsu/wrestling for youth|StrtDt:05-03-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-07
  • S66 Uniform Combined State Law Examination
    2023-02-07

View on SEC IAPD

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