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Chesley Venable Morton

Carter, Terry & Company, Inc.

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About Chesley Venable Morton

Chesley Venable Morton is a registered representative and investment advisor representative with Carter, Terry & Company, Inc., having been with the firm since December 2013. Chesley has been in the securities industry since May 1985. Chesley is a registered principal in Georgia, Alabama, Colorado, Florida, Louisiana, New Hampshire, New York, North Carolina, Pennsylvania, and South Carolina. Chesley also holds Series 4, 7, 24, and 63 licenses. Previously, Chesley worked at Wunderlich Securities, Inc., Capital Securities of America, Inc., Robert Thomas Securities, Inc, FFP Securities, Inc., M.S. Kerns Investments, Inc., Atlanta Securities & Investments, Inc., and Blinder, Robinson & Co.,INC. Chesley provides financial planning services and portfolio management services to individuals. Chesley also provides educational seminars and selection of other advisors to clients.

Firm Information

Chesley Morton 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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Chesley Morton’s Registration & Firm History

GA

12/19/2013 - Present

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

GA

03/01/2007 - 12/17/2013

WUNDERLICH SECURITIES, INC. (TUCKER GA)

GA

01/03/1995 - 03/01/2007

CAPITAL SECURITIES OF AMERICA, INC. (TUCKER GA)

FL

04/20/1993 - 12/31/1994

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

MO

06/01/1988 - 04/21/1993

FFP SECURITIES, INC. (CHESTERFIELD MO)

NA

11/04/1987 - 06/06/1988

M.S. KERNS INVESTMENTS, INC.

NA

10/18/1985 - 11/23/1987

ATLANTA SECURITIES & INVESTMENTS, INC.

NA

05/24/1985 - 10/29/1985

BLINDER, ROBINSON & CO.,INC.

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Licenses & Designations

IA

Issued 03/20/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1998

Series 24 - General Securities Principal Examination

BC

Issued 05/12/1993

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chesley Venable Morton.
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