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Wesley Hamilton Gallup

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia
Clean record9 years registeredCARY STREET PARTNERS INVESTMENT ADVISORY LLC
901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 5037007Firm CRD# 128545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wesley Hamilton Gallup · RICHMOND, VA
Registration
CRD #5037007 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

CARY STREET PARTNERS
Nov 2019 – present
GALLUP WEALTH CONSULTING, LLC
Aug 2019 – Jan 2020
Austin, TX
AUSTIN WEALTH MANAGEMENT, LLC
Apr 2017 – Jun 2019
AUSTIN, TX
02

Registrations & Exams

Registration record
First registered · April 10, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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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05

Frequently Asked Questions

What services does Wesley Hamilton Gallup offer?
Wesley Hamilton Gallup specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Wesley Hamilton Gallup's credentials?
Wesley Hamilton Gallup is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wesley Hamilton Gallup located?
Wesley Hamilton Gallup 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 Wesley Hamilton Gallup charge for services?
Wesley Hamilton Gallup'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
Alfred Marshall Acuff
RICHMOND, VA
Brian Edward Smith
RICHMOND, VA
Timothy Coates Leath
RICHMOND, VA
Derron Scott Slonecker
RICHMOND, VA
Douglas Guy Stewart
RICHMOND, VA

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Research
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