Steven Robert Carter
Investment Adviser Representative at Onedigital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Robert Carter is an investment adviser representative with Onedigital in St. Johns, FL, where they have been registered since 2022. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Independent Financial Partners and NEW England Securities Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
3 states and territories
Florida, Georgia, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCNov 2013 – May 2019Saint Augustine, FL
- Independent Financial PartnersDec 2013 – Jan 2023Saint Augustine, FL
- IFP Securities, LLCMay 2019 – Jan 2023St Augustine, FL
- OneDigital Investment Advisors LLCDec 2022 – no end date reportedSt. Johns, FL
- Triad AdvisorsFeb 2023 – Aug 2024Norcross, GA
- Osaic Wealth, Inc.Aug 2024 – no end date reportedSt. Johns, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Onedigital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 375
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Overland Park, KS
- SEC file number:
- 801-40622
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at Onedigital
Showing 12 of 375 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Robert Carter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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