KW
Kristin Walsh Montet
CRD 1084500
Firms
| Firm | Role | As of |
|---|---|---|
| Carter, Terry & Company, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Carter, Terry & Company, Inc.
Srop/ Crop / Mp/ Ms/ Gs / Fn / Cfo/Cco · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗