Christopher Carter has been an investment adviser representative at Arcadia Wealth Management since August 2025, and is not listed among the firm’s executive officers or direct owners. Christopher Carter holds a Bachelor's degree in Management from Marietta College and a Master's degree in Finance from New England College of Business.
Arcadia Wealth Management, LLC is a Manchester, NH firm with $446M under management, 669 clients and 10 advisers across 2 offices, as of its August 2026 filing.
Christopher S. Carter is Financial Planner of Arcadia Financial Group. He joined the firm in July 2025 and has over a decade of experience in financial services. Previously he was a portfolio manager at BNY Wealth, managing charitable trust portfolios for institutional clients, and earlier worked with TD Bank's wealth management team.
Christopher Carter’s longest registration was 3 years at TD Private Client Wealth LLC (2015–2019). Before joining Arcadia Wealth Management in 2025, Christopher Carter was registered through TD Private Client Wealth LLC.
- – present · 1 yearManchester, NH · Adviser representative · Firm CRD 284925
- TD Private Client Wealth LLC– · 3 yearsBoston, MA · Adviser representative · Firm CRD 164484
Professional designations
Listed by Arcadia Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christopher Carter is registered as an investment adviser representative in 2 states. Each was approved in August 2025.
- MassachusettsSince 19 August 2025
- New HampshireSince 7 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 December 2015 |
| Series 7 | General Securities Representative Examination | 10 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Scott Carter
- CRD
- 5927005
- Firm
- Arcadia Wealth Management · CRD 284925
- Office
- 155 DOW STREET, SUITE 301, Manchester, NH 03101
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arcadia.financial
Where does Christopher Carter work?
Christopher Carter is an investment adviser representative registered through Arcadia Wealth Management, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Carter a financial advisor?
Yes. Christopher Carter has a current investment-adviser registration in Massachusetts and New Hampshire, through Arcadia Wealth Management since August 2025.
How many years of experience does Christopher Carter have?
Christopher Carter has 5 years in the financial industry, since October 2021, across 2 adviser firms.
What exams has Christopher Carter passed?
Christopher Carter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2015. FINRA credited Christopher Carter with the SIE, which began in October 2018.
Where did Christopher Carter work before Arcadia Wealth Management?
Before Arcadia Wealth Management, Christopher Carter was registered through TD Private Client Wealth LLC, December 2015 to August 2019.
Where is Christopher Carter based?
Christopher Carter’s registered office is in Manchester, NH.
Is Christopher Carter registered with FINRA?
No. Christopher Carter has no current broker registration.
Is Christopher Carter a CFP?
Arcadia Wealth Management lists Christopher Carter with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Christopher Carter’s record?
Search CRD 5927005 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Carter’s full registration record.
