CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CARY STREET PARTNERS
RICHMOND, Virginia·16 registered advisors·CRD# 128545
SEC# 801-6423917(804) 340-8100
01

Firm Overview

AUM
$7.0B
Regulatory assets under management
Employees
144
Total firm employees
Advisors
16
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH CERTAIN THIRD PARTIES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CARY STREET PARTNERS INVESTMENT ADVISORY LLC

16 registered advisors
Alfred Marshall Acuff
RICHMOND, Virginia
Brian Edward Smith
RICHMOND, Virginia
Derron Scott Slonecker
RICHMOND, Virginia
Douglas Guy Stewart
RICHMOND, Virginia
Hsueh-Liang-"leon" Chen
RICHMOND, Virginia
Joseph Redmond Schmuckler
RICHMOND, Virginia
Katherine Townshend Stockton
RICHMOND, Virginia
Kevin Lee Mitchell
RICHMOND, Virginia
Larry Callaway Williams
RICHMOND, Virginia
Matthew Lawrence Rubin
RICHMOND, Virginia
Palmer Peebles Garson
RICHMOND, Virginia
Taylor Jerome Nelson
RICHMOND, Virginia
PFS
Thomas Hogshead Tullidge
RICHMOND, Virginia
Timothy Coates Leath
RICHMOND, Virginia
Walter Donald Bayne
RICHMOND, Virginia
Wesley Hamilton Gallup
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
16 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CARY STREET PARTNERS INVESTMENT ADVISORY LLC (CRD# 128545) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.