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Aaron James Summers

Cary Street Partners

Wytheville, VA

CRD 6133112

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Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cary Street Partners

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-12-22
VA RA APPROVED 2013-01-01
  • NC RA
    APPROVED
    Since 2022-12-22
  • VA RA
    APPROVED
    Since 2013-01-01

Branch Locations

185 West Main St., Wytheville, VA 24382 • 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 Llc Richmond VA 10/2012 10/2022
Luxon Asset Management Richmond VA 08/2017 10/2022
Cary Street Partners Llc Richmond VA 10/2012 10/2022
Cary Street Partners Llc Wytheville VA 10/2022 Present
Cary Street Partners Investment Advisory Llc Wytheville VA 10/2022 Present
  • 10/2012 → 10/2022
    Cary Street Partners Investment Advisory Llc
    Richmond, VA
  • 08/2017 → 10/2022
    Luxon Asset Management
    Richmond, VA
  • 10/2012 → 10/2022
    Cary Street Partners Llc
    Richmond, VA
  • 10/2022 → Present
    Cary Street Partners Llc
    Wytheville, VA
  • 10/2022 → Present
    Cary Street Partners Investment Advisory Llc
    Wytheville, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-28
  • S66 Uniform Combined State Law Examination
    2012-12-28

View on SEC IAPD

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Nearby Investors

Mary Ann Bennett
Ethan Bailey Cook
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Nearby Offices

EDWARD JONES · WYTHEVILLE, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Wytheville, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Wytheville, VA

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