Invested Better
Unclaimed

Unclaimed

Unclaimed

Belfield Howell Carter

Ladenburg Thalmann Asset Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Belfield? Claim Your Profile

About Belfield Howell Carter

Belfield Howell Carter is a registered investment advisor representative with Ladenburg Thalmann Asset Management Inc. Belfield Howell Carter has been in the industry since August 7, 2003 and has a proven track record in providing investment advisory services. Belfield Howell Carter is registered with the state of Georgia and New York, and has previously worked for Carter, Terry & Company, Inc. and Park Avenue Securities LLC. Belfield Howell Carter's specializations include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Belfield Carter is currently registered with Ladenburg Thalmann Asset Management Inc.. Ladenburg Thalmann Asset Management Inc. is an investment advisor headquartered in NEW YORK, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also provide model recommendations to other RIAs. The firm has approximately $4.3 billion in regulatory assets under management.
Ladenburg Thalmann Asset Management Inc.

640 FIFTH AVENUE

NEW YORK, NY 10019

$4.32B

Assets Under Management

Not reported

Total Clients

20

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

provide model recommendations to other rias

Provide model recommendations to other rias

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Belfield Carter’s Registration & Firm History

GA

07/24/2024 - Present

Ladenburg Thalmann Asset Management Inc. (Norcross GA)

GA

03/25/2005 - 07/25/2024

CARTER, TERRY & COMPANY, INC. (ATLANTA GA)

NY

02/20/2001 - 10/07/2002

PARK AVENUE SECURITIES LLC (NEW YORK NY)

Not sure if Belfield Howell Carter is right for you?

Licenses & Designations

IA

Issued 09/25/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/19/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Belfield Howell Carter.
Not sure if Belfield Howell Carter is right for you?