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CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CARY STREET PARTNERS
RICHMOND, Virginia
·
22 registered advisors
·
CRD# 128545
SEC# 801-64239
17
(804) 340-8100
01
Firm Overview
AUM
$7.0B
Regulatory assets under management
Employees
144
Total firm employees
Advisors
22
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 Planning
Investment Management
Wealth Management
04
Advisors at CARY STREET PARTNERS INVESTMENT ADVISORY LLC
22 registered advisors
Alfred Marshall Acuff
RICHMOND, Virginia
CRD# 857
Brian Edward Smith
RICHMOND, Virginia
CRD# 2287309
Derron Scott Slonecker
RICHMOND, Virginia
CRD# 3107821
Douglas Guy Stewart
RICHMOND, Virginia
CRD# 1478381
Hsueh-Liang-"leon" Chen
RICHMOND, Virginia
CRD# 2416132
James Edward Thomas
RICHMOND, Virginia
CRD# 845957
Joseph Redmond Schmuckler
RICHMOND, Virginia
CRD# 1156472
Katherine Townshend Stockton
RICHMOND, Virginia
CRD# 3085173
Kevin Lee Mitchell
RICHMOND, Virginia
CRD# 3085157
Larry Callaway Williams
RICHMOND, Virginia
CRD# 816751
Maria Pia Tedesco
RICHMOND, Virginia
CRD# 6391120
Matthew Lawrence Rubin
RICHMOND, Virginia
CRD# 3057508
Max Carrol Chapman
RICHMOND, Virginia
CRD# 44747
Nancy Riggleman Oliver
RICHMOND, Virginia
CRD# 6881874
Palmer Peebles Garson
RICHMOND, Virginia
CRD# 1762348
Richard Marshall Hazel
RICHMOND, Virginia
CRD# 7481653
Taylor Jerome Nelson
RICHMOND, Virginia
CRD# 1187447
Thomas Hogshead Tullidge
RICHMOND, Virginia
CRD# 2858022
Timothy Coates Leath
RICHMOND, Virginia
CRD# 1719812
Walter Donald Bayne
RICHMOND, Virginia
CRD# 4427332
Wendy G Rogers
RICHMOND, Virginia
CRD# 7079273
Wesley Hamilton Gallup
RICHMOND, Virginia
CRD# 5037007
05
Office Locations
RICHMOND, Virginia
22 advisors
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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
.