This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CARTER, TERRY & COMPANY, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 8, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jun 8, 1985

First registration

Aug 5, 2005

Dual registered

yes, broker-dealer

Other names

CHESLEY VANABLE MORTON|CHESLEY VANABLE MORTON

IAPD individual key

1372000

Graph

RIA / Wealth Management

Canonical id

dfx:ria:74a62c2c-40e9-e91a-fbfd-94799acc1152

First observed

Aug 5, 2005

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.