Unclaimed Profile

Benjamin Cary Halliburton

CARY STREET PARTNERS ASSET MANAGEMENT LLC·RICHMOND, Virginia

Series 2, Series 7, Series 63, Series 65Clean record24 years registeredCARY STREET PARTNERS ASSET MANAGEMENT LLC

901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 1600144Firm CRD# 289178

Profile Verification

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

Identity

Benjamin Cary Halliburton · RICHMOND, VA

Registration

CRD #1600144 · CARY STREET PARTNERS ASSET MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

TRADITION INVESTMENT MANAGEMENT, LLC

Jun 2023 – present

CARY STREET PARTNERS ASSET MANAGEMENT

Jul 2020 – May 2021

Summit, NJ

TRADITION ASSET MANAGEMENT LLC

May 2019 – Nov 2020

SUMMIT, NJ

TRADITION CAPITAL MANAGEMENT LLC

Jul 2002 – Dec 2019

SUMMIT, NJ

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · July 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARY STREET PARTNERS ASSET MANAGEMENT LLC

CRD 289178 · SEC 801-110994

AUM

$1.5B

Regulatory assets under management

Employees

2,921 client accounts

Services offered by CARY STREET PARTNERS ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at CARY STREET PARTNERS ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Cary Halliburton offer?

Benjamin Cary Halliburton specializes in Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Benjamin Cary Halliburton's credentials?

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

Where is Benjamin Cary Halliburton located?

Benjamin Cary Halliburton is based in RICHMOND, Virginia, working with CARY STREET PARTNERS ASSET MANAGEMENT LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Benjamin Cary Halliburton charge for services?

Benjamin Cary Halliburton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARY STREET PARTNERS ASSET MANAGEMENT LLC?

CARY STREET PARTNERS ASSET MANAGEMENT LLC has approximately 47 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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