Financial ADVSR advisor directory · SEC adviser records
Cary Street Partners financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Cary Street Partners office in Charlotte, A to Z.
The short answer
7 registered advisors work at Cary Street Partners in Charlotte, out of 108 at the firm nationwide; it ranks number 88 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.
Cary Street Partners advisors in Charlotte, A to Z
Every Cary Street Partners advisor →- William A. Allen IIAlso a broker rep
- Lance M. BryanInvestment adviser rep
- Jacob DowningCertified Financial Planner, Chartered Financial Analyst
- Lewis M. KayesChartered Financial Analyst
- Sean KayesCertified Financial Planner
- Kathleen M. KowkabanyInvestment adviser rep
- William L. RichmondAlso 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 9Charlottesville, VA 7Morristown, NJ 7Glen Allen, VA 6Abingdon, VA 5Roanoke, VA 5Tampa, FL 5San Antonio, TX 4Virginia Beach, VA 3Fort Worth, TX 2Greenville, SC 2McLean, VA 2Sarasota, FL 2
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Cary Street Partners have in Charlotte?
7 investment adviser representatives are registered at Cary Street Partners offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 108 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.
Is Cary Street Partners one of the largest advisor employers in Charlotte?
Cary Street Partners ranks number 88 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Cary Street Partners advisor in Charlotte?
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.