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Theodore James Brown

Cary Street Partners Asset Management
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Cary Street Partners Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,724 clients
Average Client Portfolio
$865K average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only

Location

250 Executive Center Parkway, Fredericksburg, VA, 22401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cary Street Partners Asset Management
August 2017 - Present · 8 yrs 6 mos
Cary Street Partners
June 2007 - Present · 18 yrs 8 mos
Cary Street PartnersBroker
June 2007 - Present · 18 yrs 8 mos
Previous Registrations
Wachovia Securities, LLCBroker
August 2006 - June 2007 · 10 mos
Wachovia Securities, LLC
July 2006 - June 2007 · 11 mos
Foreside Fund Services, LLCBroker
September 2005 - May 2006 · 8 mos
Golden Capital Management, LLC
May 2002 - June 2006 · 4 yrs 1 mo
State Registrations3 states
CTNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.