Chief Operating Officer, Managing Director · Cary Street Partners
Wesley H. Gallup
CRD 5037007 · 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 Wesley H. Gallup on its Form ADV as Chief Operating Officer, Managing Director, a control person. The SEC filings also name Wesley at 1 other registered adviser.
Firms and roles
- Cary Street PartnersChief Operating Officer, Managing DirectorWealth manager · Richmond, VA · $10B in regulatory assets
- Cary Street Partners Asset ManagementChief Operating Officer, Managing DirectorWealth manager · Richmond, VA · $1.4B in regulatory assets
AtlasMembers
Wesley’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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)
- Walter D. BaynePresident, Managing Director, Cary Street Partners
- Kevin L. MitchellChief Financial Officer, Director, Cary Street Partners
- Thomas H. TullidgeSecretary/treasurer, Managing Director; Chief Strategy Officer, Legal and Finance (cspf), Cary Street Partners
- Joseph R. SchmucklerChief Executive Officer (cspf), Cary Street Partners
- Matthew L. RubinChief Investment Officer, Managing Director, Cary Street Partners
1 more person named with Wesley on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wesley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.