Carter, Terry & Company, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

16365

SEC number

801-113129

Firm type

RIA

Assets under management

$104.0M as of Mar 27, 2026

Website

www.carterterry.com ↗

Phone

404-364-2070

Address

3340 Peachtree Rd Ne, Atlanta, GA, 30326

Advisors at this firm

33 in our index · page 1 of 1

• Brian Edward AdamsCRD 2833397 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Reza BahadoriCRD 1854204 · Atlanta, GA
  Broker
• William Henry BakerCRD 2265537 · Atlanta, GA
  IA RegisteredBroker
• Daeyl Young BurrellCRD 1007075 · Atlanta, GA
  Broker
• Belfield Howell CarterCRD 41990 · Atlanta, GA
  IA RegisteredBroker
• Jeffrey Paul ColbathCRD 831877 · Atlanta, GA
  IA RegisteredBroker
• Derek Shaun DaltonCRD 4985213 · Atlanta, GA
  Broker
• Robert Andrew DaltonCRD 5129651 · Atlanta, GA
  Broker
• James Gary DiffleyCRD 1060716 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Leslie DranoveCRD 1400006 · Atlanta, GA
  Broker
• Robert Theodore EramianCRD 724715 · Atlanta, GA
  Broker
• Stephen Edward FelixCRD 2123338 · Atlanta, GA
  Broker
• David Stephen FrommerCRD 1474474 · Atlanta, GA
  Broker
• Keith Francis GilCRD 2218312 · Atlanta, GA
  Broker
• Jeffry Joseph HaspelCRD 1934054 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric Nyle JonesCRD 1015479 · Atlanta, GA
  IA RegisteredBroker
• William Robert JonesCRD 5949519 · Atlanta, GA
  Broker
• Sandy Meyer LeffCRD 1796695 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tanya Lorain MagnonCRD 2495543 · Alpharetta, GA
  IA RegisteredBroker
• William Creed MartinCRD 4037935 · Birmingham, AL
  Broker
• Kristin Walsh MontetCRD 1084500 · Atlanta, GA
  IA RegisteredBroker
• George MooreCRD 338912 · Atlanta, GA
  IA RegisteredBroker
• Chesley Venable MortonCRD 1372000 · Atlanta, GA
  IA RegisteredBroker
• Barry Martin PearlCRD 833901 · Atlanta, GA
  Broker
• Joann Parker PenoviCRD 3270104 · Atlanta, GA
  IA RegisteredBroker
• Amer RathoreCRD 2595054 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew J SmithCRD 4529531 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Joe TerryCRD 1051586 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Scott ThielekeCRD 2453803 · Atlanta, GA
  Broker
• Emily Louise VanwingerdenCRD 6157368 · Atlanta, GA
  IA RegisteredBroker
• Gregory Leon VedelCRD 2385496 · Atlanta, GA
  Broker
• Trava Lance WilliamsCRD 2437216 · Birmingham, AL
  Broker
• Michael Steven WrightCRD 1099838 · Atlanta, GA
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.