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Barry Martin Pearl

Carter, Terry & Company, Inc.

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About Barry Martin Pearl

Barry Martin Pearl has been in the financial services industry since 1977. Barry is currently a Registered Representative at Carter, Terry & Company, Inc. Barry has held previous positions at RJL Capital Group, LLC, SLOAN SECURITIES CORP., THOMAS GROUP CAPITAL, TETON INVESTMENT PARTNERS, LLC, NEOVEST TRADING, FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED, OPPENHEIMER & CO., INC., BEAR, STEARNS & CO. INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WHITE, WELD & CO. INCORPORATED and BLYTH EASTMAN DILLON & CO. INCORPORATED. Barry is registered to provide investment advice in District of Columbia, Florida, Georgia, New York, and Puerto Rico.

Firm Information

Barry Pearl is currently registered with Carter, Terry & Company, Inc.. Carter, Terry & Company, Inc. is a corporation headquartered in Atlanta, Georgia. Founded in March 1985, the firm offers a variety of investment advisory services, including portfolio management for individuals and selection of other advisors. They manage approximately $114.4 million in regulatory assets for a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm has a team of 41 registered representatives, 19 investment adviser representatives, and 5 licensed agents. They are registered with the SEC and in 49 states.
Carter, Terry & Company, Inc.

3060 PEACHTREE RD NW

ATLANTA, GA 30305

$114.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Pearl’s Registration & Firm History

GA

05/22/2014 - Present

Carter, Terry & Company, Inc. (ATLANTA GA)

GA

04/30/2012 - 05/23/2014

RJL CAPITAL GROUP, LLC (ATLANTA GA)

GA

11/23/2009 - 05/02/2012

SLOAN SECURITIES CORP. (ATLANTA GA)

GA

04/11/2008 - 02/16/2010

THOMAS GROUP CAPITAL (ATLANTA GA)

GA

08/31/2005 - 08/24/2007

TETON INVESTMENT PARTNERS, LLC (ATLANTA GA)

NY

03/08/1996 - 08/26/2005

NEOVEST TRADING (NEW YORK NY)

FL

06/17/1994 - 03/19/1996

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)

NY

10/14/1988 - 06/28/1994

OPPENHEIMER & CO., INC. (NEW YORK NY)

NA

02/19/1979 - 10/20/1988

BEAR, STEARNS & CO. INC.

NA

09/26/1978 - 02/28/1979

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

12/16/1977 - 09/26/1978

WHITE, WELD & CO. INCORPORATED

NA

03/01/1977 - 01/19/1978

BLYTH EASTMAN DILLON & CO. INCORPORATED

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Licenses & Designations

BC

Issued 07/10/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/1998

Series 4 - Registered Options Principal Examination

BC

Issued 01/31/1996

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/15/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2012

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/29/1982

PC - AMEX Put and Call Exam

BC

Issued 02/19/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barry Martin Pearl.
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