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Cary Street Partners

Finance · Virginia, United States · 133 Employees

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About

Headquarters

901 E Byrd St Ste 1001, Richmond, Virginia, 232...

Phone Number

(804) 340-8100

Revenue

$8.1 Million

Industry

Finance General Finance

Highlights

$25.9M

Total Funding Amount

$18.9M

Most Recent Funding Amount

4

Number of Funding Rounds

Who is Cary Street Partners

Cary Street Partners Financial LLC is a leading independent financial services firm committed to operating at a higher standard. Cary Street Partners provides comprehensive wealth management services including investments, planning and financial advice in a culture dedicated to independence and objective thinking. Cary Street Partners financial advisors serve individuals, families and institutions with customized solutions tailored to fit each client's objectives.Read more

Cary Street Partners's Social MediaPopular SearchesCary Street Partners LLCCary Street PartnersCary Street Partners Financial LLCLuxon Financial LLCStreet Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Cary Street Partners Org Chart

Joseph Schmuckler

Chief Executive Officer

PhoneEmail
Wesley Gallup
Wesley Gallup

Chief Operating Officer & Managing Director

PhoneEmail
Leon Chen
Leon Chen

Chief Technology Officer & Managing Director

PhoneEmail

PhoneEmail

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Cary Street Partners Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateAug 10, 2017
RoundSeries A
Amount$18.9M
Investors
Funding DateSep 02, 2014
RoundDebt
Amount<$5M
Investors
Funding DateFeb 26, 2013
RoundPrivate Equity
Amount<$5M
Investors
See More

$25.9M

Total Funding Amount

$18.9M

Most Recent Funding Amount

4

Number of Funding Rounds

Acquisitions & Subsidiaries

Apr 19, 2018

Luxon Insurance Services

Dec 02, 2017

Luxon Global

Apr 21, 2016

Rafalko Advisors

Aug 30, 2012

National Wealth Management

Cary Street Partners Financial

Waypoint Advisors

See More Acquisitions & Subsidiaries

Cary Street Partners Tech Stack

A closer look at the technologies used by Cary Street Partners

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Cary Street Partners News & Media

  • Cary Street Partners to Add Jeb Cogger, CFP®, ChFC® as Head of Wealth Planning, Managing Director

    RICHMOND, Va.--(BUSINESS WIRE)--Cary Street Partners is pleased to announce that Jeb Cogger, CFP®, ChFC®, has joined as Head of Wealth Planning, Managing Director. Mr. Cogger brings almost 30 years of wealth management and financial planning experience to Cary Street Partners, having most recently served as the Senior Director of Financial Planning, Research & Education at Edelman Financial Engines. In his new role, Mr. Cogger will be responsible for the strategic direction, oversight, and
  • Cary Street Partners to Add Industry Veteran Matthew L. Rubin as Chief Investment Officer

    RICHMOND, Va.--(BUSINESS WIRE)--Cary Street Partners today announced it has agreed to acquire AnchorCove Partners, a New York metro area firm, founded only a year ago by Matthew Rubin, an industry veteran. Mr. Rubin will serve as Chief Investment Officer of Cary Street Partners and will lead the firm’s wealth management solutions. The firm continues to see significant growth and an expanding advisor base resulting in an increasing demand for comprehensive portfolio management solutions across a
  • Cary Street Partners Adds to North Carolina Presence

    CHARLOTTE, N.C.--(BUSINESS WIRE)--Cary Street Partners announces today the addition of Lance M. Bryan to the firm. Mr. Bryan is an accomplished Financial Advisor with over two decades of experience in the wealth management industry. He joins as Financial Advisor, Director and helps expand the firm’s already existing Charlotte, NC presence. “Lance brings to our firm a positive track record of advising families, executives, and entrepreneurs. He brings a wealth of knowledge and expertise to Cary
  • Cary Street Partners Adds Truist Financial Advisors

    GREENVILLE, S.C.--(BUSINESS WIRE)--Cary Street Partners is pleased to announce Eric J. Morris and Thomas B. Underwood, III have joined its wealth management team. Mr. Morris will be spearheading Cary Street Partners’ expansion into Greenville, South Carolina, adding a 17th office and expanding its physical presence into a sixth state. Joining the Greenville office with Mr. Morris are Collin L. Castlebury, Associate Financial Advisor and Kimberly A. Smith, Client Service Associate. Mr. Underwood
Read more news

Frequently Asked Questions regarding Cary Street Partners

Where is Cary Street Partners located?
Cary Street Partners's headquarters are located at 901 E Byrd St Ste 1001, Richmond, Virginia, 23219, United States
What is Cary Street Partners's phone number?
Cary Street Partners's phone number is (804) 340-8100
What is Cary Street Partners's official website?
Cary Street Partners's official website is www.carystreetpartners.com
What is Cary Street Partners's Revenue?
Cary Street Partners's revenue is $8.1 Million
What is Cary Street Partners's SIC code?
Cary Street Partners's SIC: 62,628
What is Cary Street Partners's NAICS code?
Cary Street Partners's NAICS: 52,523
How many employees does Cary Street Partners have?
Cary Street Partners has 133 employees
What industry does Cary Street Partners belong to?
Cary Street Partners is in the industry of: Finance General, Finance
What is Cary Street Partners competition?
Cary Street Partners top competitors include: MJC Partners, Chatsworth Securities, Salem Partners, HBKS Wealth Advisors
What companies has Cary Street Partners acquired?
Cary Street Partners has acquired the companies: Luxon Insurance Services, Luxon Global, Rafalko Advisors, National Wealth Management
What technology does Cary Street Partners use?
Some of the popular technologies that Cary Street Partners uses are: Hotjar, Google Global Site Tag, ASP.NET, Gravity Forms
Who is the CEO of Cary Street Partners?
Cary Street Partners's CEO is Caroline Nguyen
Who is the CTO of Cary Street Partners?
Cary Street Partners's CTO is Leon Chen
How do I contact Cary Street Partners?
Cary Street Partners contact info: Phone number: (804) 340-8100 Website: www.carystreetpartners.com
What does Cary Street Partners do?

Cary Street Partners Financial LLC is a leading independent financial services firm committed to operating at a higher standard. Cary Street Partners provides comprehensive wealth management services including investments, planning and financial advice in a culture dedicated to independence and objective thinking. Cary Street Partners financial adv... isors serve individuals, families and institutions with customized solutions tailored to fit each client's objectives.Read More

What are Cary Street Partners social media links?
Cary Street Partners Linkedin page Cary Street Partners Twitter page Cary Street Partners Facebook page
How much funding has Cary Street Partners raised to date?
Cary Street Partners has raised $25.9 Million in 4 funding rounds
When was the last funding round for Cary Street Partners?
Cary Street Partners closed its last funding round on Aug 10, 2017 with the amount of $18.9 Million
Is Cary Street Partners a public company?
Cary Street Partners is private company therefore does not currently have an official ticker symbol
See more information about Cary Street Partners

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