Financial ADVSR advisor directory · SEC adviser records
Cary Street Partners financial advisors in Roanoke, VA
Every SEC-registered investment adviser representative at a Cary Street Partners office in Roanoke, A to Z.
The short answer
5 registered advisors work at Cary Street Partners in Roanoke, out of 108 at the firm nationwide; it ranks number 16 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.
Cary Street Partners advisors in Roanoke, A to Z
Every Cary Street Partners advisor →- Charles W. BrownCertified Financial Planner, Chartered Financial Analyst
- James E. HallInvestment adviser rep
- William S. HubardInvestment adviser rep
- Buffy MangusAlso a broker rep
- Robert P. MartinInvestment adviser 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 5Tampa, FL 5San Antonio, TX 4Virginia Beach, VA 3Fort Worth, TX 2Greenville, SC 2McLean, VA 2Sarasota, FL 2
Other firms in Roanoke
All Roanoke advisors →Wells Fargo Clearing Services, LLC 45Equitable Advisors, LLC 22Davenport & Company LLC 20LPL Financial LLC 20Equity Services, Inc. 17Commonwealth Financial Network 15Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 14Morgan Stanley 12Ameriprise Financial Services, LLC 10Janney Montgomery Scott LLC 10
Questions
How many financial advisors does Cary Street Partners have in Roanoke?
5 investment adviser representatives are registered at Cary Street Partners offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 108 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Is Cary Street Partners one of the largest advisor employers in Roanoke?
Cary Street Partners ranks number 16 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.
How do I check a Cary Street Partners advisor in Roanoke?
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.