William Cary Capital Management

William Cary Capital Management (CRD# 292135) is a financial advisory firm headquartered in Philadelphia, PA. They manage $2,676,993 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1650 Market Street, Suite 3600, Pmb 00453, Philadelphia, PA 19103
https://www.williamcarycapital.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $892,331
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at William Cary Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Cary Carabasi, financial advisor Philadelphia PA
Cary W. Carabasi
CRD#: 6501318
1650 Market Street, Suite 3600, Pmb 00453, Philadelphia, PA 19103

Cary Carabasi (CRD# 6501318) is an Investment Advisor Representative working at William Cary Capital Management in Philadelphia, PA and has over 6 years of experience in the finance industry.

2
William Carabasi, financial advisor Philadelphia PA
William R. Carabasi
CRD#: 6075389
1650 Market Street, Suite 3600, Pmb 00453, Philadelphia, PA 19103

William Carabasi (CRD# 6075389) is an Investment Advisor Representative working at William Cary Capital Management in Philadelphia, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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