Evan Carter
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Annapolis, MD 21401-3047
Credentials
Series 63, Series 65
Industry experience
10 years
Evan Carter is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2022, initially serving as a Relationship Manager before transitioning to his current position. Prior to joining Fidelity, Evan worked in various financial roles, including Mortgage Consultant at Newrez from 2021 to 2022, Premier Banker at Wells Fargo from 2017 to 2021, and Personal Banker at Wells Fargo from 2012 to 2017.
Evan's approach to financial planning emphasizes understanding the client's priorities to build personalized plans that address lifetime and legacy goals. He supports clients in navigating their financial journeys with clarity and confidence. Outside of his professional work, Evan's personal interests include family activities, gardening, golf, and parenthood.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2022 - Present (4 years)
Newrez, LLC
2021 - 2022 (1 year)
WElls Fargo Clearing Services, LLC
2016 - 2021 (5 years)
Wells FArgo Bank NA
2012 - 2021 (9 years)
Wells Fargo Advisors, Llc.
2012 - 2016 (4 years)
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