Cary Street Partners

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
85
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Cary Street Partners is organized as a limited liability company and has been SEC-registered since 2003. FINTRX categorizes the firm as unclassified; the data also flags it as not functioning as a capital allocator and not identifying as an active ESG investor. The snapshot records the owner type as a domestic entity and individual, and notes that the adviser is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm earned placement on Barron's Top 100 RIA Firms list in both 2024 and 2025, indicating recurring recognition within that publication's rankings.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Thomas Tullidge

    Thomas Tullidge

    Chief Strategy OfficerCRD 2858022

  • Hsueh-liang "leon" Chen

    Hsueh-liang "leon" Chen

    Chief Technology OfficerCRD 2416132

  • Matthew Rubin

    Matthew Rubin

    Managing Director, Chief Investment OfficerCRD 3057508

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Contacts

3 of 80
  • Theodore Brown

    Theodore Brown

    Head of ResearchCRD 4307809

  • Astrid Blazek

    Astrid Blazek

    DirectorCRD 4719127

  • Andre Pineda

    Andre Pineda

    Managing Director, Financial AdvisorCRD 4573625

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth