Carter A. Hansen
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
OLDSMAR, FL
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CRD#: 5121607
Professional summary
Carter Allen Hansen, who also goes by Carter A. Hansen, Carter Allen Hansen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oldsmar, Florida and FIDELITY BROKERAGE SERVICES LLC located in Clearwater, Florida.
Carter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Carter has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I am dedicated to assisting you in creating a plan that is based on your needs and goals by applying solid financial practices. I will partner with you and utilize every available resource to help with your financial goals. My commitment is to maintain open and honest communication and earn your trust every step of the way.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Carter A. Hansen | Carter Allen Hansen
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.
CRS (Client Relationship Summary) - RIA
Click below to view Carter Allen Hansen'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®
NoneEducation
University of Utah
Bachelor of Economics - Finance
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657RIA
CRD#: 104555
OLDSMAR, FL
Current
January 24, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2635BD
CRD#: 7784
Clearwater, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OLDSMAR, FL
Past
November 8, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CLEARWATER, FL
Past
February 8, 2008 - October 22, 2009
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SALT LAKE CITY, UT
Past
July 6, 2006 - February 7, 2008
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANDY, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/18/2025)
RR
California(5/14/2020)
RR
Colorado(1/12/2023)
RR
Connecticut(2/25/2016)
RR
Delaware(1/11/2016)
RR
District of Columbia(8/14/2023)
RR
Florida(1/26/2011)
IAR
Florida(3/31/2025)
RR
Georgia(1/11/2017)
RR
Idaho(7/27/2016)
RR
Illinois(1/25/2011)
RR
Indiana(3/5/2020)
RR
Kentucky(9/16/2019)
RR
Louisiana(1/6/2016)
RR
Maine(8/11/2023)
RR
Maryland(9/12/2019)
RR
Massachusetts(1/9/2018)
RR
Minnesota(3/5/2024)
RR
Missouri(3/27/2023)
RR
Nevada(3/23/2022)
RR
New Hampshire(1/8/2018)
RR
New Jersey(1/10/2017)
RR
New York(1/26/2011)
RR
North Carolina(1/8/2016)
RR
Ohio(9/13/2022)
RR
Oregon(4/27/2020)
RR
Pennsylvania(1/25/2011)
RR
South Carolina(1/25/2011)
RR
Tennessee(1/11/2018)
RR
Texas(2/2/2011)
IAR
Texas(3/31/2025)
RR
Vermont(1/6/2020)
RR
Virginia(1/6/2016)
RR
Washington(3/4/2022)
RR
West Virginia(1/26/2018)
RR
Wisconsin(3/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Oldsmar, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
