Cary Street Partners
Cary Street Partners (CRD# 128545) is a financial advisory firm headquartered in Richmond, VA. They manage $6,977,336,124 in 12,547 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management6,977MILLION
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Total Number of Accounts12,547ACCOUNTS
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Average Account Value$556,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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
Azam Jaber (CRD# 2846187) is an Investment Advisor Representative working at Cary Street Partners in Austin, TX and has over 27 years of experience in the finance industry.
Russell Jones (CRD# 6540829) is an Investment Advisor Representative working at Cary Street Partners in Wytheville, VA and has over 8 years of experience in the finance industry.
Russell Keller (CRD# 5742407) is an Investment Advisor Representative working at Cary Street Partners in Glen Allen, VA and has over 14 years of experience in the finance industry.
Javier Larrea (CRD# 2872807) is an Investment Advisor Representative working at Cary Street Partners in Austin, TX and has over 26 years of experience in the finance industry.
Christopher Lawson (CRD# 3044512) is an Investment Advisor Representative working at Cary Street Partners in Abingdon, VA and has over 25 years of experience in the finance industry.
Anita Lewis (CRD# 2963162) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 26 years of experience in the finance industry.
Cheri Litzenburg (CRD# 4059566) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 20 years of experience in the finance industry.
Maureen Maciver (CRD# 4203120) is an Investment Advisor Representative working at Cary Street Partners in Johnson City, TN and has over 23 years of experience in the finance industry.
Buffy Mangus (CRD# 4922241) is an Investment Advisor Representative working at Cary Street Partners in Roanoke, VA and has over 18 years of experience in the finance industry.
Robert Martin (CRD# 4539274) is an Investment Advisor Representative working at Cary Street Partners in Roanoke, VA and has over 20 years of experience in the finance industry.