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Secretary/treasurer, Managing Director; Chief Strategy Officer, Legal and Finance (cspf) · Cary Street Partners

Thomas H. Tullidge

CRD 2858022 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Cary Street Partners, an SEC-registered wealth manager based in Richmond, VA with $10.3 billion in regulatory assets, lists Thomas H. Tullidge on its Form ADV as Secretary/treasurer, Managing Director; Chief Strategy Officer, Legal and Finance (cspf), a control person. The SEC filings also name Thomas at 1 other registered adviser.

Firms and roles

  • Cary Street PartnersSecretary/treasurer, Managing Director; Chief Strategy Officer, Legal and Finance (cspf)Wealth manager · Richmond, VA · $10B in regulatory assets
  • Cary Street Partners Asset ManagementSecretary/treasurer, Managing Director; Chief Strategy Officer, Legal and Finance (cspf)Wealth manager · Richmond, VA · $1.4B in regulatory assets

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Thomas on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.