Unclaimed Profile

Kristin Walsh Montet

CARTER, TERRY & COMPANY, INC.·ATLANTA, Georgia

SIE, Series 3, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOClean record38 years registeredCARTER, TERRY & COMPANY, INC.

3060 PEACHTREE RD NW, ATLANTA, GA 30305CRD# 1084500Firm CRD# 16365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristin Walsh Montet · ATLANTA, GA

Registration

CRD #1084500 · CARTER, TERRY & COMPANY, INC. · 38 years registered

Brand Profile

Not yet started

Career History

CARTER, TERRY & COMPANY, INC.

Apr 2017 – present

CARTER, TERRY & COMPANY, INC.

May 1988 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 79TO

Series 99TO

Registration record

First registered · May 13, 1988

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARTER, TERRY & COMPANY, INC.

CRD 16365 · SEC 801-113129

AUM

$114M

Regulatory assets under management

Employees

199 client accounts

Services offered by CARTER, TERRY & COMPANY, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at CARTER, TERRY & COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Kristin Walsh Montet offer?

Kristin Walsh Montet specializes in Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Kristin Walsh Montet's credentials?

Kristin Walsh Montet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristin Walsh Montet located?

Kristin Walsh Montet is based in ATLANTA, Georgia, working with CARTER, TERRY & COMPANY, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Kristin Walsh Montet charge for services?

Kristin Walsh Montet's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARTER, TERRY & COMPANY, INC.?

CARTER, TERRY & COMPANY, INC. has approximately 41 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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