Elizabeth D Lasco

Carter, Terry & Company, Inc.

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Current Employers

Carter, Terry & Company, Inc.

3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-01-29

GA RA
APPROVED

Since 2025-01-29

Branch Locations

3340 Peachtree Road Suite 1400, Atlanta, GA 30326 • UNITED STATES

3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Voyager Management Gp, Llc	Atlanta	GA	01/2012	02/2017
Gs Capital Management, Llc	Atlanta	GA	04/2012	12/2016
Berman Capital Advisors, Llc	Atlanta	GA	11/2017	11/2018
Foreside Fund Services Llc	Atlanta	GA	01/2021	12/2021
Morgan Stanley Private Bank, N.A	New York	NY	03/2024	Present
Edge Corporate Finance Llc	Atlanta	GA	02/2017	10/2017
Edge Advisors, Llc	Atlanta	GA	02/2017	10/2017
Bt Wealth Management, Llc	Atlanta	GA	11/2018	06/2019
Unemployed	Atlanta	GA	03/2020	11/2020
Ubs Financial Services	Atlanta	GA	07/2019	03/2020
Angel Oak Capital Advisors	Atlanta	GA	11/2020	12/2021
Morgan Stanley	Atlanta	GA	03/2022	01/2025
Morgan Stanley Private Bank, N.A	New York	NY	03/2024	01/2025
Carter Terry & Co. Inc.	Atlanta	GA	01/2025	Present

01/2012 → 02/2017

Voyager Management Gp, Llc

Atlanta, GA
04/2012 → 12/2016

Gs Capital Management, Llc

Atlanta, GA
11/2017 → 11/2018

Berman Capital Advisors, Llc

Atlanta, GA
01/2021 → 12/2021

Foreside Fund Services Llc

Atlanta, GA
03/2024 → Present

Morgan Stanley Private Bank, N.A

New York, NY
02/2017 → 10/2017

Edge Corporate Finance Llc

Atlanta, GA
02/2017 → 10/2017

Edge Advisors, Llc

Atlanta, GA
11/2018 → 06/2019

Bt Wealth Management, Llc

Atlanta, GA
03/2020 → 11/2020

Unemployed

Atlanta, GA
07/2019 → 03/2020

Ubs Financial Services

Atlanta, GA
11/2020 → 12/2021

Angel Oak Capital Advisors

Atlanta, GA
03/2022 → 01/2025

Morgan Stanley

Atlanta, GA
03/2024 → 01/2025

Morgan Stanley Private Bank, N.A

New York, NY
01/2025 → Present

Carter Terry & Co. Inc.

Atlanta, GA

Previous Registrations

2022-04-04 → 2025-02-07

Morgan Stanley

Atlanta, GA

Macon, GA
2021-02-01 → 2021-12-17

Angel Oak Capital Advisors, Llc

Atlanta, GA
2019-07-15 → 2020-04-08

Ubs Financial Services Inc.

Atlanta, GA
2018-12-05 → 2019-06-28

Bt Wealth Management, Llc

Atlanta, GA
2017-11-15 → 2018-11-12

Berman Capital Advisors, Llc

Atlanta, GA
2017-07-06 → 2017-10-05

Edge Advisors, Llc

Atlanta, GA
2003-01-22 → 2006-10-23

Morgan Stanley & Co. Llc

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-06-26
S63	Uniform Securities Agent State Law Examination	1995-01-05

S65 Uniform Investment Adviser Law Examination

2017-06-26
S63 Uniform Securities Agent State Law Examination

1995-01-05

Other Names

Elizabeth Hagan Dolyniuk
Elizabeth Dolyniuk Lasco

View on SEC IAPD

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Other Investors

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JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

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LIQUID STRATEGIES, LLC · ATLANTA, GA

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BISON WEALTH, LLC · ATLANTA, GA

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RBC CAPITAL MARKETS, LLC · Atlanta, GA

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AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

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