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Cary Street Partners CRD 128545
$10.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-17 |
| PA | RA | APPROVED | 2026-01-08 |
| CO | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2026-01-02 |
| CT | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2026-01-02 |
| SC | RA | APPROVED | 2026-01-02 |
| WY | RA | APPROVED | 2026-01-02 |
| VA | RA | APPROVED | 2024-01-30 |
| NC | RA | APPROVED | 2023-12-05 |
| TX | RA | APPROVED_RES | 2023-12-05 |
| NJ | RA | APPROVED | 2022-03-22 |
Branch Locations
1200 Mt. Kemble Avenue Suite 100, Morristown, NJ 07960 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Wealth Management, Llc | Florham Park | NJ | 07/2005 | 04/2022 |
| Cary Street Partners Investment Advisory | Morristown | NJ | 03/2022 | Present |
Name: Equator Holdings, LLC Investment-related: yes Address: 140 Countryside Drive Summit, NJ 07901 Nature: Investment holdings company Position/Title/Relationship: Managing Member Start Date: 11/10/2010 Hours/month: 0 Hours/month - trading: 0 Duties: sole source of income for Equator Holdings is derived from debts collected and received
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-25 |
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