Cary Street Partners

Firm record

As recorded in SEC IAPD

Firm CRD

128545

SEC number

801-64239

Firm type

RIA

Assets under management

$10.3B as of Mar 30, 2026

Website

www.linkedin.com/company/cary-street-partners ↗

Phone

(804) 340-8100

Address

901 East Byrd Street, Richmond, VA, 23219

Advisors at this firm

93 in our index · page 2 of 2

• Eric Justin MorrisCRD 4781204 · Greenville, SC
  IA RegisteredBroker
• Leslie Dinga MorseCRD 2822982 · Charlotte, NC
  IA RegisteredBroker
• Robert Preston MartinCRD 4539274 · Roanoke, VA
  IA RegisteredRegistration inactive
• Andrew MasseyCRD 6757397 · Morristown, NJ
  IA Registered
• Caitlyn Maurea MccoyCRD 8026992 · Tampa, FL
  IA Registered
• John Smith MccoyCRD 1795007 · Charlottesville, VA
  IA RegisteredRegistration inactive
• Karilyn Port MeekerCRD 7393328 · Glen Allen, VA
  IA RegisteredBroker
• Paula Demars MeganCRD 4128703 · Glen Allen, VA
  IA RegisteredBroker
• Cassie Li An MitchellCRD 8092053 · Fredericksburg, VA
  IA RegisteredBroker
• James MortonCRD 7787762 · Virginia Beach, VA
  IA Registered
• Shannon MortonCRD 8096062 · Charlottesville, VA
  IA Registered
• Christopher NardiCRD 6073941 · Tampa, FL
  IA RegisteredBroker
• William George NewbouldCRD 2455172 · Austin, TX
  IA RegisteredBroker
• Rachel Marie OwenCRD 7035449 · Fredericksburg, VA
  IA RegisteredBroker
• Maria PattonCRD 5564544 · Austin, TX
  IA RegisteredBroker
• Sheila L PenleyCRD 5308944 · Abingdon, VA
  IA RegisteredBroker
• Andre Gilberto PinedaCRD 4573625 · Fredericksburg, VA
  IA RegisteredBroker
• Michael Claude ProvineCRD 4421863 · Morristown, NJ
  IA Registered
• Benjamin Joseph PeressCRD 1802030 · Mclean, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Lawrence RubinCRD 3057508 · Morristown, NJ
  IA Registered
• Raymond James ReibelCRD 4232918 · Glen Allen, VA
  IA RegisteredBroker
• William Lawrence RichmondCRD 1484057 · Charlotte, NC
  IA RegisteredBroker
• Mike Scott SaulCRD 2639925 · Morristown, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Craig ScimecaCRD 6544454 · Fredericksburg, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Torry Christian ScottCRD 2297432 · Austin, TX
  IA RegisteredBroker
• Kimberly SmithCRD 7443516 · Greenville, SC
  IA RegisteredBroker
• Margaret Celeste SneadCRD 1125945 · Richmond, VA
  IA RegisteredBroker
• Richard S. SpinnerCRD 1465308 · Morristown, NJ
  IA Registered
• Douglas Guy StewartCRD 1478381 · Fredericksburg, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Aaron James SummersCRD 6133112 · Wytheville, VA
  IA RegisteredBroker
• Kyle SaulCRD 8123434 · Morristown, NJ
  IA Registered
• Christian Dietrich SearcyCRD 4578138 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
• Stephanie SearsCRD 2605107 · Richmond, VA
  IA RegisteredBroker
• Adam F SimpsonCRD 5164865 · Richmond, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Noah Alexander SneadCRD 7418340 · Fredericksburg, VA
  IA RegisteredBroker
• Nicolette Sophia StalloneCRD 7944246 · Morristown, NJ
  IA RegisteredBroker
• Christina Elizabeth ToddCRD 5548890 · Glen Allen, VA
  IA RegisteredBroker
• Elizabeth ThomasCRD 2531709 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Tyler VitaleCRD 6820114 · Glen Allen, VA
  IA RegisteredBroker
• Jason Michael WaltersCRD 5420844 · Tampa, FL
  IA RegisteredBroker
• Robert Christopher WaltersCRD 2216758 · Abingdon, VA
  IA RegisteredBroker
• Seth Michael WhitneyCRD 5157756 · Austin, TX
  IA RegisteredBroker
• Daniel Jay WolffCRD 2149200 · Sarasota, FL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.