Cade Carter

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-22
UT	RA	APPROVED	2025-05-22

TX RA
APPROVED

Since 2025-05-22
UT RA
APPROVED

Since 2025-05-22

Branch Locations

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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

Organization	City	State	From	To
Montage	Park City	UT	02/2022	04/2022
Fidelity Investments	Salt Lake City	UT	01/2024	Present
Vumerity	Ma	MA	09/2022	09/2022
Unemployed	Sandy	UT	09/2017	01/2018
Nfl Films	Nj	NJ	06/2022	06/2022
Cowabunga Bay Waterpark	Ut	UT	06/2017	09/2017
The Cliff Dining Pub	Ut	UT	01/2018	12/2023
Cbs	Ny	NY	12/2020	10/2021
Cinemark	Ut	UT	12/2015	01/2017
Unemployed	Sandy	UT	01/2017	06/2017

02/2022 → 04/2022

Montage

Park City, UT
01/2024 → Present

Fidelity Investments

Salt Lake City, UT
09/2022 → 09/2022

Vumerity

Ma, MA
09/2017 → 01/2018

Unemployed

Sandy, UT
06/2022 → 06/2022

Nfl Films

Nj, NJ
06/2017 → 09/2017

Cowabunga Bay Waterpark

Ut, UT
01/2018 → 12/2023

The Cliff Dining Pub

Ut, UT
12/2020 → 10/2021

Cbs

Ny, NY
12/2015 → 01/2017

Cinemark

Ut, UT
01/2017 → 06/2017

Unemployed

Sandy, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-19
S63	Uniform Securities Agent State Law Examination	2024-04-12

S66 Uniform Combined State Law Examination

2025-05-19
S63 Uniform Securities Agent State Law Examination

2024-04-12

View on SEC IAPD

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