Carter A. Hatch

REAP IN WEALTH MANAGEMENT

PALM COAST, FL

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CRD#: 2899539

Professional summary

Carter Andrew Hatch, AIF® is a registered financial advisor currently at REAP IN WEALTH MANAGEMENT, LLC located in Palm Coast, Florida.

Carter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Carter has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carter Andrew Hatch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 16, 2026 - Present

REAP IN WEALTH MANAGEMENT, LLC

RIA

CRD#: 146512

PALM COAST, FL

Past

January 2, 2025 - April 1, 2026

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Egg Harbor Township, NJ

Past

July 12, 2023 - November 21, 2024

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

PORTLAND, ME

Past

September 2, 2021 - July 7, 2022

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

November 7, 2005 - April 7, 2021

GRANT WILLIAMS L.P.

CRD#: 45961

TAMPA, FL

Past

April 2, 2004 - December 17, 2004

CURIAN CAPITAL, LLC

RIA

CRD#: 120270

DENVER, CO

Past

December 2, 2003 - December 17, 2004

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

December 21, 1998 - February 24, 2003

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/1/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/29/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/18/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

REAP IN WEALTH MANAGEMENT, LLC | THE REAP COMPANIES

CRD#: 146512 / SEC#:

California

Registered Investment Advisory firm - (11/1/2025 Terminated)

Florida

Registered Investment Advisory firm - (8/15/2011 Approved)

Georgia

Registered Investment Advisory firm - (10/27/2011 Approved)

Illinois

Registered Investment Advisory firm - (9/25/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Palm Coast, FL

Mailing Address

Phone number

(855) 904-7327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	283
AUM (Assets Under Management)	$ 33,328,721

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Carter A. Hatch

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carter Andrew Hatch's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

FORESIDE FINANCIAL SERVICES, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

GRANT WILLIAMS L.P.

CURIAN CAPITAL, LLC

INVESTMENT CENTERS OF AMERICA, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2024

Series 63

Date: 2/29/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2001

Series 6

Date: 12/18/1998

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REAP IN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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