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Matthew J Smith

Carter, Terry & Company, Inc.

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About Matthew J Smith

Matthew J Smith is a Registered Representative with Carter, Terry & Company, Inc. in Atlanta, GA. Matthew has been in the securities industry since June 2002. Matthew holds a Series 63, Series 66, Series 7 and Series 24 license, and is licensed in Georgia and New Hampshire. Matthew is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Matthew Smith 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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Matthew Smith’s Registration & Firm History

GA

01/19/2007 - Present

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

FL

05/31/2002 - 01/31/2005

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 10/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew J Smith. Review regulatory record here.
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