Cary Street Partners

Cary Street Partners (CRD# 128545) is a financial advisory firm headquartered in Richmond, VA. They manage $1,224,866,576 in 3,307 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,225
    MILLION
  • Total Number of Accounts
    3,307
    ACCOUNTS
  • Average Account Value
    $370,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Cary Street Partners
Showing 1 - 10 of 53 top financial advisors.
1
Rutherford C. Bryson
CRD#: 3194744
2820 Selwyn Avenue, Suite 525, Charlotte, NC 28209
96
Wealthminder
score

Rutherford Bryson (CRD# 3194744) is an Investment Advisor Representative working at Cary Street Partners in Charlotte, NC and has over 17 years of experience in the finance industry. Rutherford Bryson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert C. Walters
CRD#: 2216758
1210 E. Cary Street, Suite 300, Richmond, VA 23219
96
Wealthminder
score

Robert Walters (CRD# 2216758) is an Investment Advisor Representative working at Cary Street Partners in Richmond, VA and has over 24 years of experience in the finance industry. Robert Walters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William A. Allen Ii
CRD#: 4418904
2820 Selwyn Ave, Ste 525, Charlotte, NC 28209
93
Wealthminder
score

William Allen Ii (CRD# 4418904) is an Investment Advisor Representative working at Cary Street Partners in Charlotte, NC and has over 12 years of experience in the finance industry.

4
Jason M. Ardito
CRD#: 5093960
2335 Knob Creek Road, Suite 105, Johnson City, TN 37604
93
Wealthminder
score

Jason Ardito (CRD# 5093960) is an Investment Advisor Representative working at Cary Street Partners in Johnson City, TN and has over 8 years of experience in the finance industry.

5
Walter D. Bayne
CRD#: 4427332
250 Executive Center Parkway, Fredericksburg, VA 22401
93
Wealthminder
score

Walter Bayne (CRD# 4427332) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 15 years of experience in the finance industry.

6
Astrid R. Blazek
CRD#: 4719127
250 Executive Center Parkway, Fredericksburg, VA 22401
93
Wealthminder
score

Astrid Blazek (CRD# 4719127) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 11 years of experience in the finance industry.

7
Theodore J. Brown
CRD#: 4307809
250 Executive Center Parkway, Fredericksburg, VA 22401
93
Wealthminder
score

Theodore Brown (CRD# 4307809) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 14 years of experience in the finance industry.

8
Theodore R. Burkhart
CRD#: 35956
3522 Paesanos Parkway, Suite 102, San Antonio, TX 78231
93
Wealthminder
score

Theodore Burkhart (CRD# 35956) is an Investment Advisor Representative working at Cary Street Partners in San Antonio, TX and has over 34 years of experience in the finance industry.

9
Jacqueline W. Byrne
CRD#: 4429994
250 Executive Center Parkway, Fredericksburg, VA 22401
93
Wealthminder
score

Jacqueline Byrne (CRD# 4429994) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 11 years of experience in the finance industry.

10
Hiu Chung Chong
CRD#: 4331983
7801 Capital Of Texas Highway, Suite 310, Austin, TX 78731
93
Wealthminder
score

Hiu Chung Chong (CRD# 4331983) is an Investment Advisor Representative working at Cary Street Partners in Austin, TX and has over 15 years of experience in the finance industry.

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