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Maxim David Povolotsky

Carter, Terry & Company, Inc.

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About Maxim David Povolotsky

Maxim David Povolotsky is a financial professional with over 27 years of experience in the industry. Maxim has a broad range of experience in the financial services industry, having worked for several firms including Josephthal Lyon & Ross Incorporated, JWGenesis Securities, Inc., First Atlanta Securities, LLC, First Montauk Securities Corp., and Garden State Securities, Inc.. Maxim currently works at Carter, Terry & Company, Inc. and is registered in Georgia and Florida.

Firm Information

Maxim Povolotsky 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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Maxim Povolotsky’s Registration & Firm History

GA

05/09/2024 - Present

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

GA

10/24/2008 - 08/12/2022

GARDEN STATE SECURITIES, INC. (SUWANEE GA)

GA

04/23/2001 - 10/28/2008

FIRST MONTAUK SECURITIES CORP. (CUMMING GA)

FL

07/27/1999 - 04/19/2001

FIRST ATLANTA SECURITIES, LLC (DESTIN FL)

FL

11/27/1995 - 07/28/1999

JWGENESIS SECURITIES, INC. (BOCA RATON FL)

NY

04/07/1994 - 12/07/1995

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/13/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Maxim David Povolotsky. Review regulatory record here.
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