A complete list of active advisors currently associated with Carter Ridge Strategic Advisors

Warmer can help you find a great advisor at Carter Ridge Strategic Advisors or one who fits your needs even better.

Carter Ridge Strategic Advisors is a state‑registered, single‑advisor independent firm that provides discretionary and non‑discretionary portfolio management and investment consulting to individuals, families, small businesses and high‑net‑worth clients. The firm manages a modest asset base and conducts ongoing portfolio reviews, offers tailored recommendations, and may prepare investment policy statements for clients. The firm applies fundamental, technical and economic analysis across long‑ and short‑term strategies and strategic asset allocation, and it can recommend alternative investments for qualified clients. Its stated approach includes the use of options, derivatives and margin techniques in managed accounts, and it may manage client assets within an unaffiliated third‑party wrap fee program offered through its preferred custodian. Distinctive elements disclosed in the brochure include prior regulatory and financial history: a 2017 enforcement matter involving discretionary trades that resulted in sanctions and a bankruptcy petition that was later discharged in 2019. For a solo independent adviser, the combination of derivative usage in separately managed accounts, participation in wrap‑fee accounts (though not as sponsor), and individualized negotiated fee arrangements are practices that are less common among peers.

To learn more about the advisors currently working at Carter Ridge Strategic Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ralph Marra	Lutz, FL	33

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