Unclaimed Profile

Woodson Cary Whitehead

PRINCIPAL STREET PARTNERS, LLC·MEMPHIS, Tennessee

Series 65, Series 79Clean record12 years registeredPRINCIPAL STREET PARTNERS, LLC

999 SHADY GROVE RD SOUTH, MEMPHIS, TN 38120CRD# 4406495Firm CRD# 285485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Woodson Cary Whitehead · MEMPHIS, TN

Registration

CRD #4406495 · PRINCIPAL STREET PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

May 2019 – present

GREEN SQUARE WEALTH MANAGEMENT, LLC

Feb 2019 – Jul 2019

Memphis, TN

GREEN SQUARE CAPITAL, LLC

Sep 2018 – Feb 2019

MEMPHIS, TN

GREEN SQUARE CAPITAL, LLC

Aug 2013 – Dec 2017

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 65

Series 79

Registration record

First registered · August 26, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCIPAL STREET PARTNERS, LLC

CRD 285485 · SEC 801-108508

AUM

$2.9B

Regulatory assets under management

Employees

724 client accounts

Services offered by PRINCIPAL STREET PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at PRINCIPAL STREET PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Woodson Cary Whitehead offer?

Woodson Cary Whitehead specializes in Investment Management, Retirement Planning. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Woodson Cary Whitehead's credentials?

Woodson Cary Whitehead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Woodson Cary Whitehead located?

Woodson Cary Whitehead is based in MEMPHIS, Tennessee, working with PRINCIPAL STREET PARTNERS, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Woodson Cary Whitehead charge for services?

Woodson Cary Whitehead's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCIPAL STREET PARTNERS, LLC?

PRINCIPAL STREET PARTNERS, LLC has approximately 12 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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