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Robert Theodore Eramian

Carter, Terry & Company, Inc.

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About Robert Theodore Eramian

Robert Eramian is a financial advisor with Carter, Terry & Company, Inc. Robert has been in the financial services industry since 1992. Robert has a wide range of experience, having worked at several other firms before joining Carter, Terry & Company, Inc. Robert has held various licenses and registrations, including Series 7, Series 63, and Series 53.

Firm Information

Robert Eramian 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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Robert Eramian’s Registration & Firm History

GA

12/09/2013 - Present

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

GA

01/17/2012 - 11/27/2013

L.M. KOHN & COMPANY (ROSWELL GA)

GA

07/06/2005 - 01/17/2012

MIDSOUTH CAPITAL, INC. (ATLANTA GA)

PA

04/18/2002 - 07/19/2005

PFG DISTRIBUTION COMPANY (PHILADELPHIA PA)

NY

01/13/2001 - 02/08/2002

DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)

MD

05/23/2000 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

NC

03/31/1989 - 06/14/1989

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

NA

05/16/1988 - 04/19/1989

MARSHALL & CO. SECURITIES, INC.

NY

01/04/1984 - 05/12/1988

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NA

08/11/1981 - 12/27/1983

HERETH, ORR & JONES, INC.

NA

02/23/1981 - 07/15/1981

FIRST CITIZENS MUNICIPAL CORPORATION

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Licenses & Designations

BC

Issued 05/23/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/1983

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative 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 05/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Theodore Eramian. Review regulatory record here.
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