Carter D Cushing

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

• 09/2023 → Present
  Fidelity Investments
  Salt Lake City, UT
• 02/2023 → 06/2023
  Brigham Young University-Hawaii
  Laie, HI
• 10/2022 → 12/2022
  Amazon
  American Fork, UT
• 07/2022 → 09/2022
  Sinc Construction
  Bountiful, UT
• 06/2021 → 05/2022
  Lumio
  Lehi, UT
• 08/2020 → 05/2022
  Utah State University
  Logan, UT
• 04/2020 → 08/2020
  Supreme Flooring
  Lehi, UT
• 08/2018 → 04/2020
  The Church Of Jesus Christ Of Latter Day Saints
  Auckland
• 08/2015 → 05/2018
  Lone Peak Highschool
  Highland, UT
• 01/2023 → 06/2023
  Brigham Young University-Hawaii
  Laie, HI
• 07/2023 → 08/2023
  Pinkcollar
  Kuala Lumpur
• 08/2022 → 10/2022
  Utah State University
  Santo Domingo
• 08/2023 → 09/2023
  University Of Utah
  Salt Lake City, UT
• 05/2018 → 08/2018
  Unemployed
  Highland, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Alpine, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2024-04-26

Other Names

• Carter Cushing