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Inactive

Richard S. Spinner

Cary Street Partners

Morristown, NJ

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Current Employers
Cary Street Partners

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-01
NY RA APPROVED 2026-01-01
PA RA APPROVED 2026-01-01
NJ RA APPROVED 2024-12-04
  • CA RA
    APPROVED
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2026-01-01
  • PA RA
    APPROVED
    Since 2026-01-01
  • NJ RA
    APPROVED
    Since 2024-12-04

Branch Locations

1200 Mt. Kemble Avenue Suite 100, Morristown, NJ 07960 • 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
Edge Wealth Management New York NY 03/2009 07/2020
Transcend Wealth Collective, Llc Short Hills NJ 07/2020 10/2024
Cary Street Partners Investment Advisory Llc Morristown NJ 10/2024 Present
Cary Street Partners Llc Morristown NJ 10/2024 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-31
S63 Uniform Securities Agent State Law Examination 1986-12-12
  • S65 Uniform Investment Adviser Law Examination
    2008-03-31
  • S63 Uniform Securities Agent State Law Examination
    1986-12-12
Designations
Other Names
  • Rich Spinner
  • Richard Scott Spinner
  • Richard S Spinner
  • Richard Spinner

View on SEC IAPD

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EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ
HIMCO, LLC · MORRISTOWN, NJ

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