CARTER, TERRY & COMPANY, INC.
CRD #16365 SEC #801-113129 ATLANTA, GA 404-364-2070
SEC Registered Broker-Dealer
Total AUM
$111.3M
Discretionary
$32.1M
Employees
37
Clients
0
Accounts
185
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | CCO / GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | GS / CHAIRMAN | NA | Control |
| CARTER, BELFIELD HOWELL JR | I | GS / CHAIRMAN | NA | Control |
| LASCO, ELIZABETH D | I | CCO/ADV | NA | Control |
| LASCO, ELIZABETH D | I | CCO/ADV | NA | Control |
| LASCO, ELIZABETH D | I | CCO/ADV | NA | Control |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | NA | |
| MONTET, KRISTIN WALSH | I | SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | NA | |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| TERRY, TIMOTHY JOE | I | PRESIDENT/CEO | NA | Control |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E | |
| FIRST ATLANTA FINANCIAL SERVICES, INC. | DE | OWNER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| ATTKISSON CARTER &COMPANY ESOP | DE | FIRST ATLANTA FINANCIAL SERVICES, INC | D | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C | |
| CARTER, BELFIELD HOWELL | I | FIRST ATLANTA FINANCIAL SERVICES, INC | C |
Registrations
Federal
IA
Apr 4, 2025 REGISTERED
Notice Filings (12)
AL CO FL GA LA NC NJ OK SC TN TX VA
Address
3060 PEACHTREE RD NWSUITE 1200
ATLANTA, GA 30305
United States
Phone: 404-364-2070