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Zachary Randall Carter

Strategic Advisers LLC

Jacksonville, FL

Orange Park, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Orange Park, FL • 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
Unemployed Cocoa FL 01/2023 04/2023
Fidelity Investments Jacksonville FL 04/2023 Present
Dreamfield Sports Llc Orlando FL 01/2022 12/2022
De La Vega Rum And Tapas Oviedo FL 04/2021 08/2021
Ucf Football Orlando FL 08/2018 01/2022
Orlando Fuji Sushi Orlando FL 01/2018 04/2018
Graduation Day Flowers Orlando FL 11/2017 01/2019
Student Orlando FL 08/2016 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → 04/2023
    Unemployed
    Cocoa, FL
  • 04/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2022 → 12/2022
    Dreamfield Sports Llc
    Orlando, FL
  • 04/2021 → 08/2021
    De La Vega Rum And Tapas
    Oviedo, FL
  • 08/2018 → 01/2022
    Ucf Football
    Orlando, FL
  • 01/2018 → 04/2018
    Orlando Fuji Sushi
    Orlando, FL
  • 11/2017 → 01/2019
    Graduation Day Flowers
    Orlando, FL
  • 08/2016 → 12/2020
    Student
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2023-09-11
Other Names
  • Zachary Randall Carter
  • Zach Carter
  • Zachary Carter

View on SEC IAPD

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RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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