Unclaimed Profile

Walter Donald Bayne

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia

SIE, Series 3, Series 4, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 66Clean record24 years registeredCARY STREET PARTNERS INVESTMENT ADVISORY LLC

901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 4427332Firm CRD# 128545

Profile Verification

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

Identity

Walter Donald Bayne · RICHMOND, VA

Registration

CRD #4427332 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC · 24 years registered

Brand Profile

Not yet started

Career History

CARY STREET PARTNERS

Jun 2007 – present

WACHOVIA SECURITIES, LLC

Sep 2004 – Jun 2007

FREDERICKSBURG, VA

LEGG MASON WOOD WALKER INC

Nov 2001 – Aug 2004

FREDERICKSBURG, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 31

Series 52TO

Series 53

Series 66

Registration record

First registered · November 9, 2001

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 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 Walter Donald Bayne offer?

Walter Donald Bayne specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Walter Donald Bayne's credentials?

Walter Donald Bayne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Donald Bayne located?

Walter Donald Bayne 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 Walter Donald Bayne charge for services?

Walter Donald Bayne'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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