Cary Lipman
Cary Lipman is a registered investment advisor at Truist Advisory Services, INC., based in Melbourne, FL, with 38 years of industry experience. Cary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
1303 S Babcock Street, 2nd Floor, Melbourne, FL, 32901
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Cary is a managing partner of Gator Country LLC, an RV camping and storage business, dedicating about 10-20% of their time. Cary is also a member of Babcock Park LLC, which resells unused sporting tickets, spending minimal time on this activity.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Suntrust Investment Services, INC.
D H Brush & Associates, INC.Broker
Jmc Financial CorporationBroker
First Montauk Securities CORP.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.