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Ryan K. Carpenter

Advisor at Fidelity — Willow Spring, NC

Updated today

Credentials

Series 63, Series 66

Experience

8 years

Location

Willow Spring, NC

Fidelity logo

Fidelity

Institution

Total advisors

17,005

Across 1,872 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Ryan Carpenter is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in financial services, he was employed by Uber Technologies Inc and Artistic Tile LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Willow Spring, NC

Willow Spring NC

Advisors at this office

3

Most active in

North Carolina

Work history

8 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Brokerage Services LLC

2018 - Present • 8 years

Merrimack, NH

Uber Technologies Inc

2016 - 2018 • 2 years

San Francisco, CA

Artistic Tile LLC

2014 - 2018 • 4 years

Nashua, NH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher F

Series 65

New Hill, NC

Confiance Financial LLC

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Michael M

Series 65

Holly Springs, NC

BFWM LLC

Michael Mccall is a financial advisor at BFWM LLC in Holly Springs, NC, holding a Series 65 credential with industry experience beginning in 2022. His prior work includes roles at Buffalo Finances Inc., Site Services, and EVA Garland Associates. BFWM LLC is an independent registered investment adviser offering discretionary managed accounts, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a personalized, multi-strategy investment approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, tailored to client time horizons and risk tolerances.

Annuities
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David E

Series 63, Series 65

Cary, NC

Artifex Advisory Group, Inc.

David Elliott is a financial advisor at Artifex Advisory Group, Inc. in Cary, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 2013. In addition to his advisory work, Elliott is also a licensed insurance agent involved in insurance sales. Artifex Advisory Group provides fee-based investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages portfolios on a discretionary basis using both fundamental and technical analysis and offers ERISA-plan services including fiduciary responsibilities and participant education.

Annuities General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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Steven L

Series 65

Holly Springs, NC

Lewis and Associates Capital Advisors, LLC

Steven Lewis is the principal of Lewis and Associates Capital Advisors, LLC, an independent advisory firm based in Holly Springs, NC. He holds a Series 65 designation and has 17 years of industry experience. Prior to his current role, he worked at Formulafolio Investments, LLC and Brookstone Capital Management, LLC, and he is also involved with Financial Greenhouse, LLC, where he supervises insurance product recommendations. Lewis and Associates Capital Advisors provides asset management and financial advice to a diverse client base, including individuals, trusts, corporate pension plans, and charitable organizations. The firm employs a combination of modern portfolio theory and various analytical approaches to build customized portfolios and offers pension consulting, educational seminars, and insurance advice as part of its services.

Active portfolio management Options & derivatives strategies Life insurance needs analysis
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Charles G

Series 63, Series 65

Cary, NC

Wellness Financial Associates LLC

Charles Galt is the sole advisor at Wellness Financial Associates LLC in Cary, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has operated Wellness Financial Associates since 2015 and also owns Wellness Security LLC, an insurance agency offering accident, health, disability, and life insurance products, as well as fixed and indexed annuities. Wellness Financial Associates LLC provides financial planning, portfolio management, and retirement plan consulting services to individuals, plan sponsors, corporations, and other business entities. The firm emphasizes asset allocation based on value, safety, and quality principles, focusing on risk control and loss avoidance, with a notable specialization in 401(k) and pension plan consulting.

General retirement planning
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Lance H

CFP®

Fuquay Varina, NC

Signature Resources LLC

Lance Hope Gill is a CFP® professional with 20 years of experience in the financial industry. He is currently the sole advisor at Signature Resources LLC and has held roles at United Community Bank and Seaside Capital Management, Inc. Gill also serves as a fiduciary officer and investment analyst at United Community Bank in Orlando, Florida. Signature Resources LLC provides asset management and portfolio supervision to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm utilizes a combination of fundamental analysis and technical methods, offering both strategic and tactical asset allocation with client-specific restrictions and periodic rebalancing.

Active portfolio management
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