Cary Street Partners

Cary Street Partners (CRD# 128545) is a financial advisory firm headquartered in Richmond, VA. They manage $5,512,469,144 in 11,387 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,512
    MILLION
  • Total Number of Accounts
    11,387
    ACCOUNTS
  • Average Account Value
    $484,102
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
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Cary Street Partners
Showing 21 - 30 of 84 top financial advisors.
21
Janice R. Gage
CRD#: 1251674
250 Executive Center Parkway, Fredericksburg, VA 22401

Janice Gage (CRD# 1251674) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 40 years of experience in the finance industry.

22
Wesley Gallup
CRD#: 5037007
7801 Capital Of Texas Highway, Suite 310, Austin, TX 78731

Wesley Gallup (CRD# 5037007) is an Investment Advisor Representative working at Cary Street Partners in Austin, TX and has 1 year of experience in the finance industry.

23
Paul K. Gautier
CRD#: 4817212
7801 Capital Of Texas Highway, Suite 310, Austin, TX 78731

Paul Gautier (CRD# 4817212) is an Investment Advisor Representative working at Cary Street Partners in Austin, TX and has over 19 years of experience in the finance industry.

24
Michael J. Ginty
CRD#: 4430629
200 Garret Street, Suite L, Charlottesville, VA 22902

Michael Ginty (CRD# 4430629) is an Investment Advisor Representative working at Cary Street Partners in Charlottesville, VA and has over 22 years of experience in the finance industry.

25
James E. Hall
CRD#: 2897334
601 S. Jefferson Street, Suite 410, Roanoke, VA 24011

James Hall (CRD# 2897334) is an Investment Advisor Representative working at Cary Street Partners in Roanoke, VA and has over 26 years of experience in the finance industry.

26
Jessica D. Heneberry
CRD#: 1264360
200 Garrett Street, Suite L, Charlottesville, VA 22902

Jessica Heneberry (CRD# 1264360) is an Investment Advisor Representative working at Cary Street Partners in Charlottesville, VA and has over 25 years of experience in the finance industry.

27
Thomas O. Herrick
CRD#: 1449898
250 Executive Center Parkway, Fredericksburg, VA 22401

Thomas Herrick (CRD# 1449898) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 38 years of experience in the finance industry.

28
Ian A. Holder
CRD#: 5589989
2101 Parks Avenue, Suite 800, Virginia Beach, VA 23451

Ian Holder (CRD# 5589989) is an Investment Advisor Representative working at Cary Street Partners in Virginia Beach, VA and has over 15 years of experience in the finance industry.

29
John S. Hubard
CRD#: 6836442
601 S. Jefferson Street, Suite 410, Roanoke, VA 24011

John Hubard (CRD# 6836442) is an Investment Advisor Representative working at Cary Street Partners in Roanoke, VA and has over 6 years of experience in the finance industry.

30
William S. Hubard
CRD#: 1722159
601 S. Jefferson Street, Suite 410, Roanoke, VA 24011

William Hubard (CRD# 1722159) is an Investment Advisor Representative working at Cary Street Partners in Roanoke, VA and has 1 year of experience in the finance industry.

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