Robert
Carter
Smead Capital Management, Inc
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About this Advisor
Robert Carter is a financial advisor operating out of Conshohocken, Pennsylvania who has 3 years of industry experience. Carter works at Smead Capital Management, Inc. Over the course of their career, they have held roles at Alps Distributors, Inc, Smead Capital Management, Jones Trading, Whitman College, Valley Hunt Club, San Marino High School and Umb Distribution Services, LLC. Carter has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Smead Capital Management, Inc is a firm based out of Phoenix, AZ. The investment advisory business has offices in two locations and a total of 16 people on staff. It controls $5 billion in total assets between its 79 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 79 customer accounts, 38% are associated with high-net-worth investors who have at least $1 million in assets. The firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types charged by Smead Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smead Capital Management, Inc Brokerage Details
$5,250,997,806
16
79
$66,468,327
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Robert Carter Work History
Robert has been registered as a financial advisor for 3 years.*
Umb Distribution Services, LLC
Smead Capital Management
Alps Distributors, Inc
Smead Capital Management
Jones Trading
Whitman College
Valley Hunt Club
San Marino High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Carter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Smead Capital Management, Inc
Phoenix, AZ
Phoenix, AZ
Ringwood, NJ
Phoenix, AZ
Conshohocken, PA
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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