Bart R Carlson

Financial advisor at Strategic Advisers LLC

Last updated 2026-10-10

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Bart R Carlson is a financial advisor at Strategic Advisers LLC, CRD 5375812. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2011-06-07.

Registration

CRD number
5375812
Registration status
Active
IAPD registration
2011-06-07
Industry Experience
15 years
Work Experience
18 years
States registered
TX, UT

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2008-07 to Present · Fidelity Brokerage Services LLC · American Fork, UT
  • 2018-07 to Present · Fidelity Personal and Workplace Advisors · Boston, MA
  • 2025-03 to Present · Fidelity Investments · Boston, MA

Current employment

SEC IAPD record for Bart R Carlson

Strategic Advisers LLC

Regulatory AUM
$1,370,125,325,211
Registered advisors
17,023
Offices
3,513
Clients per advisor
141.1 (High)
Average AUM per client
$570.5K (Low)
High-net-worth client ratio
30.7% (Moderate)

Strategic Advisers LLC: advisors, services and reported ETF investments

About

Bart R Carlson is a financial advisor at Strategic Advisers LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 15 years of industry experience and 18 years of reported work history. Reported roles include Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC.

SEC disclosures list additional business and community activities: Oba-10080|orgnmn:uber|org Addr:pleasant G: 01|trdhrs/mon:0|.

Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Strategic Advisers LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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