Carter Federico

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

• 02/2023 → Present
  Fidelity Investments
  Salt Lake City, UT
• 02/2021 → 02/2023
  Suntria
  Fort Worth, TX
• 11/2021 → 01/2022
  Lgcy
  Fort Worth, TX
• 12/2018 → 11/2021
  Vivint
  Logan, UT
• 09/2018 → 04/2019
  Conservice
  Logan, UT
• 08/2016 → 08/2018
  The Church Of Jesus Christ And Latter-Day Saints
  Iquitos
• 01/2013 → 08/2018
  Unemployed
  Logan, UT
• 01/2019 → 05/2020
  Utah State University
  Logan, UT
• 08/2020 → 02/2023
  Utah Valley University
  Orem, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-07-28

Other Names

• Carter J Federico
• Carter Federicio
• Carter Federico