Richard S. Spinner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 07/2020
  Edge Wealth Management
  New York, NY
• 07/2020 → 10/2024
  Transcend Wealth Collective, Llc
  Short Hills, NJ
• 10/2024 → Present
  Cary Street Partners Investment Advisory Llc
  Morristown, NJ
• 10/2024 → Present
  Cary Street Partners Llc
  Morristown, NJ

Previous Registrations

• 2020-07-15 → 2024-11-25
  Transcend Capital Advisors, Llc
  Madison, NJ
• 2015-10-22 → 2019-10-15
  Edge Wealth Management, Llc
  New York, NY
• 2008-04-07 → 2009-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-31
• S63 Uniform Securities Agent State Law Examination
  1986-12-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Rich Spinner
• Richard Scott Spinner
• Richard S Spinner
• Richard Spinner