Carter Masteller has been an investment adviser representative at Stevens Capital Partners since May 2026, and is not listed among the firm’s executive officers or direct owners.
Stevens Capital Partners Inc is an Omaha, NE firm with $810M under management, 681 clients and 10 advisers in one office, as of its July 2026 filing.
Carter Masteller’s longest registration was 2 years at Allen Capital Group, LLC (2023–2026). Before joining Stevens Capital Partners in 2026, Carter Masteller was registered through Allen Capital Group, LLC.
- Stevens Capital PartnersCurrent– present · under a yearOmaha, NE · Adviser representative · Firm CRD 317517
- Allen Capital Group, LLC– · 2 yearsGrand Island, NE · Adviser representative · Firm CRD 135879
Investment adviser representative registrations
Carter Masteller is registered as an investment adviser representative in Nebraska, since May 2026.
- NebraskaSince 11 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carter James Masteller
- CRD
- 7805015
- Firm
- Stevens Capital Partners · CRD 317517
- Office
- 15514 SPAULDING PLAZA, SUITE D02, Omaha, NE 68116
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Carter Masteller work?
Carter Masteller is an investment adviser representative registered through Stevens Capital Partners Inc since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Carter Masteller a financial advisor?
Yes. Carter Masteller has a current investment-adviser registration in Nebraska, through Stevens Capital Partners since May 2026.
How many years of experience does Carter Masteller have?
Carter Masteller has 2 years in the financial industry, since December 2023, across 2 adviser firms.
What exams has Carter Masteller passed?
Carter Masteller passed the Series 65 in December 2023.
Where did Carter Masteller work before Stevens Capital Partners?
Before Stevens Capital Partners, Carter Masteller was registered through Allen Capital Group, LLC, December 2023 to April 2026.
Where is Carter Masteller based?
Carter Masteller’s registered office is in Omaha, NE.
Is Carter Masteller registered with FINRA?
No. Carter Masteller has no current broker registration.
How can I verify Carter Masteller’s record?
Search CRD 7805015 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carter Masteller’s full registration record.
