Best Investors Account Sign in

William Aquilla Allen Ii

Cary Street Partners

Charlotte, NC

Claim This Profile
Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-02
SC RA APPROVED 2025-12-26
VA RA APPROVED 2019-01-08
NC RA APPROVED 2015-05-13
  • GA RA
    APPROVED
    Since 2026-01-02
  • SC RA
    APPROVED
    Since 2025-12-26
  • VA RA
    APPROVED
    Since 2019-01-08
  • NC RA
    APPROVED
    Since 2015-05-13

Branch Locations

2820 Selwyn Ave Ste 525, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cary Street Partners Investment Advisory Charlotte NC 05/2015 Present
  • 05/2015 → Present
    Cary Street Partners Investment Advisory
    Charlotte, NC
Previous Registrations
  • 2012-03-14 → 2015-05-12
    Ancora Wealth Management Llc
    Charlotte, NC
  • 2011-01-14 → 2012-03-09
    Investment Professionals, Inc.
    Charlotte, NC
    San Antonio, TX
  • 2009-06-01 → 2011-01-21
    Morgan Stanley
    Charlotte, NC
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Charlotte, NC
  • 2004-06-15 → 2007-04-02
    Morgan Stanley Dw Inc.
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-05-12
S66 Uniform Combined State Law Examination 2004-03-17
  • S63 Uniform Securities Agent State Law Examination
    2016-05-12
  • S66 Uniform Combined State Law Examination
    2004-03-17
Other Names
  • Will Allen
  • William Aquilla Allen

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor