CARY STREET PARTNERS

901 East Byrd Street
Suite 1001
Richmond, Virginia 23219
Tel: (804) 340-8100

About CARY STREET PARTNERS

CARY STREET PARTNERS, formally registered with the SEC as CARY STREET PARTNERS. The firm was established in 08/12/2005. They have over 18 offices throughout the country.

CARY STREET PARTNERS is a Richmond, Virginia based Financial Planning firm with nearly $6,977,336,124 assets under management, offering retirement planning & investment advisory services to 12547 clients. The firm is staffed with 144 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128545
SEC#	801-64239
Assets Managed by Firm	$6,977,336,124
No. of Clients	12547
No. of Advisors	144

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	12547	$6,977,336,124
Individuals (other than high net worth individuals)	3510	$1,212,328,304
High net worth individuals	1437	$4,811,075,407
Pension and profit sharing plans	190	$594,267,147
Charitable organizations	50	$117,864,001
Corporations or other businesses	43	$118,025,721

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