Financial ADVSR advisor directory · SEC adviser records
Cary Street Partners financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Cary Street Partners office in Tampa, A to Z.
The short answer
5 registered advisors work at Cary Street Partners in Tampa, out of 108 at the firm nationwide; it ranks number 64 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.
Cary Street Partners advisors in Tampa, A to Z
Every Cary Street Partners advisor →- Steven R. CereAlso a broker rep
- Christina K. FilosiAlso a broker rep
- Jeffrey LampassoAlso a broker rep
- Christopher NardiAlso a broker rep
- Jason M. WaltersAlso a broker rep
Cary Street Partners advisors in every city and state →Cary Street Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cary Street Partners advisors in other cities
Richmond, VA 20Fredericksburg, VA 14Austin, TX 9Charlotte, NC 7Charlottesville, VA 7Morristown, NJ 7Glen Allen, VA 6Abingdon, VA 5Roanoke, VA 5San Antonio, TX 4Virginia Beach, VA 3Fort Worth, TX 2Greenville, SC 2McLean, VA 2Sarasota, FL 2
Other firms in Tampa
All Tampa advisors →Fisher Investments 351Morgan Stanley 296J. W. Cole Advisors, Inc. 218Concurrent Investment Advisors, LLC 135Merrill Lynch, Pierce, Fenner & Smith Incorporated 109Independent Financial Partners 95LPL Financial LLC 87Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 72Ameriprise Financial Services, LLC 64Wells Fargo Clearing Services, LLC 63Calton & Associates, Inc. 59
Questions
How many financial advisors does Cary Street Partners have in Tampa?
5 investment adviser representatives are registered at Cary Street Partners offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 108 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Is Cary Street Partners one of the largest advisor employers in Tampa?
Cary Street Partners ranks number 64 in Tampa by registered advisors; Fisher Investments has the most, with 351.
How do I check a Cary Street Partners advisor in Tampa?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cary Street Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.