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James Edward Thomas

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia
Clean recordCARY STREET PARTNERS INVESTMENT ADVISORY LLC
1210 E. CARY STREET, RICHMOND, VA 23219CRD# 845957Firm CRD# 128545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Thomas · RICHMOND, VA
Registration
CRD #845957 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Edward Thomas is a registered financial advisor based in RICHMOND, Virginia, affiliated with CARY STREET PARTNERS INVESTMENT ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CARY STREET PARTNERS
AUM
$7.0B
Regulatory assets under management
Employees
144
Total firm employees
View all advisors at CARY STREET PARTNERS INVESTMENT ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH CERTAIN THIRD PARTIES
Regulatory
SEC/IARD CRD# 845957
Firm CRD# 128545
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Edward Thomas offer?
James Edward Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are James Edward Thomas's credentials?
James Edward Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Thomas located?
James Edward Thomas 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 James Edward Thomas charge for services?
James Edward Thomas'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

Palmer Peebles Garson
RICHMOND, VA
Wendy G Rogers
RICHMOND, VA
Max Carrol Chapman
RICHMOND, VA
Alfred Marshall Acuff
RICHMOND, VA
Brian Edward Smith
RICHMOND, VA
Derron Scott Slonecker
RICHMOND, VA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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