Unclaimed Profile

Evan Peabody Carter

SIGNATUREFD, LLC·ATLANTA, Georgia

Clean record10 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 6474268Firm CRD# 112758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evan Peabody Carter · ATLANTA, GA

Registration

CRD #6474268 · SIGNATUREFD, LLC · 10 years registered

Brand Profile

Not yet started

Career History

SIGNATUREFD, LLC

Mar 2019 – present

ACG WEALTH INC.

Sep 2015 – Mar 2019

ATLANTA, GA

Registrations & Exams

Registration record

First registered · September 11, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIGNATUREFD, LLC →

Introduction

Speak with Evan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Evan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Evan Peabody Carter offer?

Evan Peabody Carter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Evan Peabody Carter's credentials?

Evan Peabody Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Peabody Carter located?

Evan Peabody Carter is based in ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Evan Peabody Carter charge for services?

Evan Peabody Carter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →