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For Advisors
EL

Elizabeth D. Lasco

CARTER, TERRY & COMPANY
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 2506654
EL

Professional summary

Elizabeth D Lasco, who also goes by Elizabeth Hagan Dolyniuk, Elizabeth Dolyniuk Lasco, is a registered financial advisor currently at CARTER, TERRY & COMPANY, INC. located in Atlanta, Georgia.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Elizabeth has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 24, Series 9, Series 10 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Hagan Dolyniuk | Elizabeth Dolyniuk Lasco

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth D Lasco's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Elizabeth D Lasco's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 29, 2025 - Present

CARTER, TERRY & COMPANY, INC.

Office #1: 3060 Peachtree Rd Nw Suite 1200, Atlanta, GA 30305Office #2: 3060 Peachtree Rd Nw Suite 1200, Atlanta, GA 30305
RIA
BD
CRD#: 16365
Atlanta, GA
Current

January 28, 2025 - Present

CARTER, TERRY & COMPANY, INC.

Office #1: 3060 Peachtree Rd Nw Suite 1200, Atlanta, GA 30305Office #2: 3060 Peachtree Road Suite 1200, Atlanta, GA 30305
RIA
BD
CRD#: 16365
Atlanta, GA
Past

April 4, 2022 - February 7, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Atlanta, GA
Past

April 4, 2022 - February 7, 2025

MORGAN STANLEY

BD
CRD#: 149777
Atlanta, GA
Past

February 2, 2021 - December 14, 2021

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Atlanta, GA
Past

February 1, 2021 - December 17, 2021

ANGEL OAK CAPITAL ADVISORS, LLC

RIA
CRD#: 151090
ATLANTA, GA
Past

July 16, 2019 - April 8, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ATLANTA, GA
Past

July 15, 2019 - April 8, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ATLANTA, GA
Past

December 5, 2018 - June 28, 2019

BT WEALTH MANAGEMENT, LLC

RIA
CRD#: 147729
ATLANTA, GA
Past

November 15, 2017 - November 12, 2018

BERMAN CAPITAL ADVISORS, LLC

RIA
CRD#: 155419
ATLANTA, GA
Past

July 6, 2017 - October 5, 2017

EDGE ADVISORS, LLC

RIA
CRD#: 142261
ATLANTA, GA
Past

March 16, 2017 - October 5, 2017

EHCP CORPORATE FINANCE, LLC

BD
CRD#: 144134
ATLANTA, GA
Past

May 23, 2012 - December 2, 2016

GS CAPITAL MANAGEMENT, LLC

BD
CRD#: 123110
ATLANTA, GA
Past

September 16, 2008 - October 18, 2010

GS CAPITAL MANAGEMENT, LLC

BD
CRD#: 123110
ATLANTA, GA
Past

January 22, 2003 - October 23, 2006

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
ATLANTA, GA
Past

March 31, 2000 - October 23, 2006

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
ATLANTA, GA
Past

April 20, 1999 - April 28, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 26, 1994 - April 20, 1999

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CT
CARTER, TERRY & COMPANY, INC.
ATTKISSON AND ASSOCIATES, INCORPORATED | WICKHAM FINANCIAL & INSURANCE SERVICES | FJB SECURITIES, INC. | CARTER, TERRY & COMPANY, INC. | ATTKISSON, CARTER AND ASSOCIATES, INCORPORATED | ATTKISSON, CARTER & COMPANY, INC. | ATTKISSON, CARTER & AKERS, INCORPORATED | ATTKISSON CARTER & COMPANY, INC.

CRD#: 16365 / SEC#: 801-113129, 8-33797

RIA
Registered Investment Advisory firm - SEC (4/30/2018 Approved)
Florida
Registered Investment Advisory firm - SEC (6/29/2018 Terminated)
Georgia
Registered Investment Advisory firm - SEC (7/26/2018 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/30/2018 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/29/2018 Terminated)
Oklahoma
Registered Investment Advisory firm - SEC (6/29/2018 Terminated)
Virginia
Registered Investment Advisory firm - SEC (6/29/2018 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(1/28/2025)
IAR
Georgia
(1/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/5/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/5/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 2/28/1996
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 10/13/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/3/2025
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/10/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

CT
CARTER, TERRY & COMPANY, INC.
ATTKISSON AND ASSOCIATES, INCORPORATED | WICKHAM FINANCIAL & INSURANCE SERVICES | FJB SECURITIES, INC. | CARTER, TERRY & COMPANY, INC. | ATTKISSON, CARTER AND ASSOCIATES, INCORPORATED | ATTKISSON, CARTER & COMPANY, INC. | ATTKISSON, CARTER & AKERS, INCORPORATED | ATTKISSON CARTER & COMPANY, INC.

CRD#: 16365 / SEC#: 801-113129, 8-33797

RIA
Registered Investment Advisory firm - SEC (4/30/2018 Approved)
Florida
Registered Investment Advisory firm - SEC (6/29/2018 Terminated)
Georgia
Registered Investment Advisory firm - SEC (7/26/2018 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/30/2018 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/29/2018 Terminated)
Oklahoma
Registered Investment Advisory firm - SEC (6/29/2018 Terminated)
Virginia
Registered Investment Advisory firm - SEC (6/29/2018 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
3060 Peachtree Road Suite 1200 Suite 1200, Atlanta, GA 30305
Mailing Address
3060 Peachtree Road Suite 1200, Atlanta, GA 30305
Phone number
(404) 364-2070
Established
Georgia since 03/12/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
37

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CARTER TERRY INVESTOR BROCHURE (3/25/2025)
HASPEL BROCHURE SUPPLEMENT (3/25/2025)
CARTER TERRY WRAP BROCHURE (3/25/2025)

Direct owners and executive officers

NamePositionCRD#
FIRST ATLANTA FINANCIAL SERVICES, INC.OWNER
CARTER, BELFIELD HOWELL JRGS / CHAIRMAN41990
LASCO, ELIZABETH DCCO/CCO ADV2506654
MONTET, KRISTIN WALSHSROP/ CROP / MP/ MS/ GS / FN / CFO1084500
TERRY, TIMOTHY JOEPRESIDENT/CEO1051586

Regulatory assets under management

Total Number of Accounts185
AUM (Assets Under Management)$ 111,326,459

Disclosures

Regulatory Event2
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CARTER, TERRY & COMPANY, INC.

CRD#: 16365Atlanta, GA 30305

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