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Derron Scott Slonecker

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia
SIE, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean recordCARY STREET PARTNERS INVESTMENT ADVISORY LLC
901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 3107821Firm CRD# 128545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derron Scott Slonecker · RICHMOND, VA
Registration
CRD #3107821 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD 128545 · SEC 801-64239
AUM
$7.0B
Regulatory assets under management
Employees
144
12,547 client accounts
Services offered by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CARY STREET PARTNERS INVESTMENT ADVISORY LLC →
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Frequently Asked Questions

What services does Derron Scott Slonecker offer?
Derron Scott Slonecker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Derron Scott Slonecker's credentials?
Derron Scott Slonecker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derron Scott Slonecker located?
Derron Scott Slonecker is based in RICHMOND, Virginia, working with CARY STREET PARTNERS INVESTMENT ADVISORY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Derron Scott Slonecker charge for services?
Derron Scott Slonecker's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with certain third parties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARY STREET PARTNERS INVESTMENT ADVISORY LLC?
CARY STREET PARTNERS INVESTMENT ADVISORY LLC has approximately 144 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARY STREET PARTNERS INVESTMENT ADVISORY LLC

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RICHMOND, VA
Hsueh-Liang-"leon" Chen
RICHMOND, VA
Timothy Coates Leath
RICHMOND, VA
Douglas Guy Stewart
RICHMOND, VA

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Research
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