AR
AR
Amer Rathore
31 Years of Experience
Atlanta, GA
3 DisclosuresBroker
Amer Rathore is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 31 years of industry experience. Amer 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
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
168 clients
Average Client Portfolio
$619K average
Assets Under Management
$104.0M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
3340 Peachtree Road Suite 1400, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2014Customer Dispute
August 2014Denied
Customer Dispute
January 2007Denied
Employment History
Current Registrations
Carter, Terry & Company, INC.
March 2026 - Present · 7 mos
Carter, Terry & Company, INC.Broker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
July 2015 - March 2017 · 1 yr 8 mos
Sterne, Agee & Leach, INC.Broker
December 2014 - July 2015 · 7 mos
Oppenheimer & CO. INC.Broker
January 2002 - November 2014 · 12 yrs 10 mos
Josephthal & CO., INC.Broker
July 1996 - January 2002 · 5 yrs 6 mos
Barron Chase Securities, INC.Broker
August 1995 - August 1996 · 1 yr
State Registrations24 states
ALARAZCACOFLGAIAILMAMONCNJNVNYPRRISCTXUTVAWAWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
More Advisors
- Matthew SmithCarter, Terry & Company, INC.
- Brian AdamsCarter, Terry & Company, INC.
- Joann Penovi, CFPCarter, Terry & Company, INC.
- James DiffleyCarter, Terry & Company, INC.
- Timothy TerryCarter, Terry & Company, INC.
- Jeffry HaspelCarter, Terry & Company, INC.