Financial ADVSR advisor directory · SEC adviser records
Cary Street Partners financial advisors in Virginia Beach, VA
Every SEC-registered investment adviser representative at a Cary Street Partners office in Virginia Beach, A to Z.
The short answer
3 registered advisors work at Cary Street Partners in Virginia Beach, out of 108 at the firm nationwide; it ranks number 35 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.
Cary Street Partners advisors in Virginia Beach, A to Z
Every Cary Street Partners advisor →- Susanna A. DellingerInvestment adviser rep
- Ian A. HolderCertified Financial Planner · Also a broker rep
- James MortonCertified Financial Planner
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 5Tampa, FL 5San Antonio, TX 4Fort Worth, TX 2Greenville, SC 2McLean, VA 2Sarasota, FL 2
Other firms in Virginia Beach
All Virginia Beach advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Wells Fargo Clearing Services, LLC 32Davenport & Company LLC 29LPL Financial LLC 29MML Investors Services, LLC 28Raymond James Financial Services Advisors, Inc. 26Strategic Advisers LLC 25Ameriprise Financial Services, LLC 24Cambridge Investment Research Advisors, Inc. 23Morgan Stanley 22Raymond James & Associates, Inc. 21Edward Jones 19
Questions
How many financial advisors does Cary Street Partners have in Virginia Beach?
3 investment adviser representatives are registered at Cary Street Partners offices in Virginia Beach, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 108 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Is Cary Street Partners one of the largest advisor employers in Virginia Beach?
Cary Street Partners ranks number 35 in Virginia Beach by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 33.
How do I check a Cary Street Partners advisor in Virginia Beach?
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.