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CARTER, TERRY & COMPANY, INC.
CARTER, TERRY & COMPANY, INC.
ATLANTA, Georgia
·
3 registered advisors
·
CRD# 16365
SEC# 801-113129
1
404-364-2070
01
Firm Overview
AUM
$114M
Regulatory assets under management
Employees
41
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at CARTER, TERRY & COMPANY, INC.
3 registered advisors
Belfield Howell Jr Carter
ATLANTA, Georgia
CRD# 41990
Kristin Walsh Montet
ATLANTA, Georgia
CRD# 1084500
Timothy Joe Terry
ATLANTA, Georgia
CRD# 1051586
05
Office Locations
ATLANTA, Georgia
3 advisors
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Data sourced from SEC Form ADV filings. CARTER, TERRY & COMPANY, INC. (CRD# 16365) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.