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Seth Michael Whitney

Cary Street Partners

Austin, TX

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Current Employers
Cary Street Partners

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-12-11
NC RA APPROVED 2024-12-09
TX RA APPROVED 2013-12-06
  • VA RA
    APPROVED
    Since 2024-12-11
  • NC RA
    APPROVED
    Since 2024-12-09
  • TX RA
    APPROVED
    Since 2013-12-06

Branch Locations

7801 Capital Of Texas Highway, Suite 310, Austin, TX 78731 • 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 Llc Austin TX 12/2013 Present
Cary Street Partners Investment Advisory Llc Austin TX 12/2013 Present
  • 12/2013 → Present
    Cary Street Partners Llc
    Austin, TX
  • 12/2013 → Present
    Cary Street Partners Investment Advisory Llc
    Austin, TX
Previous Registrations
  • 2009-07-24 → 2013-12-09
    Riverstone Wealth Management, Inc.
    Austin, TX
    Austin, TX
    Austin, TX
  • 2009-03-20 → 2009-07-07
    Oppenheimer & Co. Inc.
    Austin, TX
  • 2007-05-29 → 2009-03-19
    Stanford Group Company
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-24
  • S66 Uniform Combined State Law Examination
    2007-05-24

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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