Unclaimed Profile

Palmer Peebles Garson

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia

Series 3, Series 7, Series 24, Series 30, Series 63, Series 65, Series 6618 years registeredCARY STREET PARTNERS INVESTMENT ADVISORY LLC

1210 E. CARY STREET, RICHMOND, VA 23219CRD# 1762348Firm CRD# 128545

Profile Verification

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

Identity

Palmer Peebles Garson · RICHMOND, VA

Registration

CRD #1762348 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC · 18 years registered

Brand Profile

Not yet started

Career History

SILVERCREST ASSET MANAGEMENT GROUP LLC

Apr 2014 – present

CARY STREET PARTNERS

May 2008 – Apr 2014

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 30

Series 63

Series 65

Series 66

Registration record

First registered · May 20, 2008

Years registered · 18

Disclosure History

2014Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 →

Introduction

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Frequently Asked Questions

What services does Palmer Peebles Garson offer?

Palmer Peebles Garson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Palmer Peebles Garson's credentials?

Palmer Peebles Garson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Palmer Peebles Garson located?

Palmer Peebles Garson 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 Palmer Peebles Garson charge for services?

Palmer Peebles Garson'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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