Brandon Ellis Carter

Employer firm

Financial Strategies Group, Inc CRD 289054

$677M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 08/2006 → 07/2017
  New York Life Insurance Comp.
  Okemos, MI
• 05/2007 → 07/2017
  Nylife Securities, Llc
  Okemos, MI
• 08/2014 → 07/2017
  Financial Strategies Group, Inc
  Okemos, MI
• 04/2011 → 07/2017
  Eagle Strategies Llc
  Okemos, MI
• 06/2012 → 07/2017
  Daly Merritt Financial Services, Inc
  Northville, MI
• 08/2017 → Present
  Financial Strategies Group, Llc
  Okemos, MI

Previous Registrations

• 2011-04-14 → 2017-08-02
  Eagle Strategies Llc
  Okemos, MI
  Northville, MI

Exams

• S66 Uniform Combined State Law Examination
  2011-04-07
• S63 Uniform Securities Agent State Law Examination
  2007-06-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant