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Caitlin B Degroat

Cary Street Partners

Morristown, NJ

Richmond, VA

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Current Employers
Cary Street Partners

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-16
  • NJ RA
    APPROVED
    Since 2025-09-16

Branch Locations

1200 Mt. Kemble Avenue Suite 100, Morristown, NJ 07960 • United States

901 East Byrd Street Suite 1001, Richmond, VA 23219 • 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
Beacon Trust Company Morristown NJ 02/2012 08/2025
Cary Street Partners Investment Advisory Llc Morristown NJ 08/2025 04/2026
Cary Street Partners Investment Advisory Llc Morristown NJ 04/2026 Present
  • 02/2012 → 08/2025
    Beacon Trust Company
    Morristown, NJ
  • 08/2025 → 04/2026
    Cary Street Partners Investment Advisory Llc
    Morristown, NJ
  • 04/2026 → Present
    Cary Street Partners Investment Advisory Llc
    Morristown, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-30
  • S65 Uniform Investment Adviser Law Examination
    2019-08-30
Designations
Other Names
  • Caitlin Messerle
  • Caitlin B Messerle

View on SEC IAPD

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