Osaic Wealth
25yrs
Top advisor by experience in Nichols Hills
16yrs
Michael E Carter
Financial advisor at Strategic Advisers
At a glance
Experience16 years (since 2010)
How that compares ?Top 22% by experience at Strategic Advisers
Office1125 NW 63rd St Suite A, Nichols Hills, OK 73116
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2021 – Oct 2021TD Ameritrade, Inc.Previously
- Sep 2021 – Oct 2021TD Ameritrade Investment Management, LLCPreviously
- Feb 2021 – Aug 2021J.p. Morgan Securities LLCPreviously
- 2018 – 2021TD Ameritrade, Inc.Previously
- 2018 – 2020TD Ameritrade Investment Management, LLCPreviously
- Jan 2017 – Feb 2018Scottrade Investment ManagementPreviously
Earlier career (1 more)
- 2012 – 2016Strategic Advisers LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Strategic Advisers at 617-563-7000 and ask for Michael E Carter. Michael works from the Nichols Hills, OK office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2010, about 16 years. Top 22% by experience at Strategic Advisers.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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