CARTER, TERRY & COMPANY, INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 16365). Regulatory assets under management: $104.0M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Belfield Howell Jr Carter | COMMON SHAREHOLDER; GS / CHAIRMAN | — |
| Kristin Walsh Montet | COMMON SHAREHOLDER; SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | — |
| Timothy Joe Terry | COMMON SHAREHOLDER; PRESIDENT/CEO | — |
| Elizabeth D Lasco | CCO/ADV | — |
| Belfield Howell Carter | COMMON SHAREHOLDER | — |
| CARTER C EDWARD JR | CCO / GS / CHAIRMAN; GS / CHAIRMAN | — |
| MONTET KRISTIN WALSH | SROP/ CROP / MP/ MS/ GS / FN / CFO; SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | — |
| CARTER BELFIELD HOWELL | COMMON SHAREHOLDER | — |
| TERRY TIMOTHY JOE | PRESIDENT/CEO | — |