Carter Federico
Advisor at Fidelity
Updated today
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.
About
Carter Federico is a Financial Consultant I at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on understanding clients' goals and financial visions to provide personalized financial planning and portfolio analysis. He works to identify opportunities and strategies that align with clients' objectives and supports the implementation of tailored investment strategies.
Carter holds insurance licenses for Arkansas and California, which support his ability to offer comprehensive financial advice in these jurisdictions. His approach centers on careful analysis and personalized guidance to help clients navigate their financial futures.
Outside of his professional activities, Carter enjoys boating, camping, fishing, golf, skiing, and parenthood.
Expertise
Wealth management
Passive / index investing
Active portfolio management
Demographic focus
Parents
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2023 - Present (3 years)
LGCY
2021 - 2022 (1 year)
Suntria
2021 - 2023 (2 years)
Utah Valley University
2020 - 2023 (3 years)
Utah State University
2019 - 2020 (1 year)
Vivint
2018 - 2021 (3 years)
Conservice
2018 - 2019 (1 year)
The Church of Jesus Christ and Latter-day Saints
2016 - 2018 (2 years)
Unemployed
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Daryl A
CFP®, Series 63, Series 66
Providence, UT
Edward Jones
Ted K
Series 63, Series 66
Smithfield, UT
Edward Jones
Ryker W
CFP®, Series 66
Logan, UT
Edward Jones
Tron A
CFP®, Series 66
Logan, UT
Edward Jones
Jeffrey O
CFP®, ChFC®, Series 66
Logan, UT
Edward Jones
Josh B
Series 66
Providence, UT
Edward Jones
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