Chesley Morton is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 41 years of industry experience. Chesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 168 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.80% |
| $5M+ | 1.50% |
All fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
3340 Peachtree Road Suite 1400, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chesley is a member of the FINRA Dispute Resolution non-public arbitrator pool, though currently inactive, dedicating minimal time. Chesley also submits poetry for publication, an activity that is not investment related.
Employment History
Current Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
Previous Registrations
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Capital Securities of America, INC.
Capital Securities of America, INC.Broker
Robert Thomas Securities, INCBroker
Ffp Securities, INC.Broker
M.S. Kerns Investments, INC.Broker
Atlanta Securities & Investments, INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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