Cary Street Partners

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
88
Avg account
$0

Firm details

Headquarters
Richmond, Virginia
CRD number
128089
Registered since
December 15, 2003

Firm profile

FINTRX

Overview

Cary Street Partners operates as a limited liability company that provides wealth advisory services under its Cary Street Partners name. The firm appears in Barron's Top 100 RIA Firms lists for both 2024 and 2025, indicating visibility in the independent-adviser community. Ownership is reported as a mix of a domestic entity and individual owners; the firm is classified as "Unclassified" in the source profile. Available profile fields indicate Cary Street Partners does not serve as a capital allocator and is not flagged as an active ESG investor. The firm has not supplied details about its client mix, fee schedules, specific business activities, or advisory specialties. The source record also notes that the firm did not provide information about its activities and affiliations.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Wesley Gallup

    Wesley Gallup

    Chief Operating Officer & Managing DirectorCRD 5037007

  • Thomas Tullidge

    Thomas Tullidge

    Chief Strategy OfficerCRD 2858022

  • Matthew Rubin

    Matthew Rubin

    Managing Director, Chief Investment OfficerCRD 3057508

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Contacts

3 of 83
  • Russell Keller

    Russell Keller

    Vice PresidentCRD 5742407

  • Jason Ardito

    Jason Ardito

    Vice President, Financial AdvisorCRD 5093960

  • Seth Whitney

    Financial AdvisorCRD 5157756

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Richmond, VA

Richmond City

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Richmond City
Address
901 E Byrd St
Time zone
ET (UTC-5)
Office locations

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