Financial ADVSR advisor directory · SEC adviser records
Cary Street Partners financial advisors in Charlottesville, VA
Every SEC-registered investment adviser representative at a Cary Street Partners office in Charlottesville, A to Z.
The short answer
7 registered advisors work at Cary Street Partners in Charlottesville, out of 108 at the firm nationwide; it ranks number 8 in the city by advisors. 6 list the CFP designation and 1 are also registered broker representatives.
Cary Street Partners advisors in Charlottesville, A to Z
Every Cary Street Partners advisor →- James M. ChildressChartered Financial Analyst
- Jill FletcherCertified Financial Planner
- Michael J. GintyCertified Financial Planner
- Jessica D. HeneberryCertified Financial Planner
- John S. McCoy IIICertified Financial Planner
- Shannon MortonCertified Financial Planner
- Patrick J. Mullins IVCertified Financial Planner · Also 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 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 Charlottesville
All Charlottesville advisors →Wells Fargo Clearing Services, LLC 24LPL Financial LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Ameriprise Financial Services, LLC 15Davenport & Company LLC 14Truist Advisory Services, Inc. 11Raymond James Financial Services Advisors, Inc. 9Marotta Wealth Management, Inc. 7Cetera Investment Advisers LLC 6Stifel, Nicolaus & Company, Incorporated 6A. N. Culbertson & Company, Inc. 5Charles Schwab & Co., Inc. 5
Questions
How many financial advisors does Cary Street Partners have in Charlottesville?
7 investment adviser representatives are registered at Cary Street Partners offices in Charlottesville, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 108 nationwide. 6 list the CFP designation and 1 are also registered as broker representatives.
Is Cary Street Partners one of the largest advisor employers in Charlottesville?
Cary Street Partners ranks number 8 in Charlottesville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 24.
How do I check a Cary Street Partners advisor in Charlottesville?
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.