DFX Intelligence
Advisors
Advisors registered through Cary Street Partners
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Mike Scott Saul dual registrant | Cary Street Partners BD affiliated | Morristown, Nj | Oct 16, 2025 | 33 y | 2 | 2 |
| Jonathan Craig Scimeca Certified Financial Planner · dual registrant | Cary Street Partners BD affiliated | Fredericksburg, Va | Nov 25, 2019 | 11 y | 0 | 1 |
| Torry Christian Scott dual registrant | Cary Street Partners BD affiliated | Austin, Tx | Nov 1, 2013 | 33 y | 1 | 3 |
| C•••••••• D••••••• S••••• Certified Financial Planner | C••• S••••• P••••••• BD affiliated | Richmond, Va | Mar 24, 2026 | 23 y | 3 | 3 |
| S•••••••• S•••• dual registrant | C••• S••••• P••••••• BD affiliated | Richmond, Va | Mar 21, 2025 | 14 y | 1 | 1 |
| A••• F• S•••••• dual registrant | C••• S••••• P••••••• BD affiliated | Richmond, Va | Nov 11, 2025 | 10 y | 1 | 1 |
| K••••••• S•••• dual registrant | C••• S••••• P••••••• BD affiliated | Greenville, Sc | Apr 26, 2023 | 12 y | 1 | 6 |
| N••• A•••••••• S•••• Certified Financial Planner · dual registrant | C••• S••••• P••••••• BD affiliated | Fredericksburg, Va | Apr 11, 2022 | 11 y | 0 | 3 |
| M••••••• C•••••• S•••• dual registrant | C••• S••••• P••••••• BD affiliated | Richmond, Va | Aug 5, 2015 | 16 y | 0 | 1 |
| R•••••• S• S•••••• Certified Financial Planner, Chartered Financial Consultant | C••• S••••• P••••••• BD affiliated | Morristown, Nj | Dec 4, 2024 | 39 y | 3 | 4 |
| D•••••• G•• S•••••• dual registrant | C••• S••••• P••••••• BD affiliated | Fredericksburg, Va | Jun 22, 2007 | 40 y | 1 | 6 |
| A•••• J•••• S•••••• dual registrant | C••• S••••• P••••••• BD affiliated | Wytheville, Va | Jan 1, 2013 | 13 y | 1 | 2 |
| E•••••••• T••••• | C••• S••••• P••••••• BD affiliated | Palm Beach Gardens, Fl | Mar 26, 2026 | 26 y | 4 | 1 |
| C•••••••• E•••••••• T••• Certified Financial Planner · dual registrant | C••• S••••• P••••••• BD affiliated | Glen Allen, Va | Aug 11, 2017 | 13 y | 3 | 2 |
| T••••• H••••••• T••••••• dual registrant | C••• S••••• P••••••• BD affiliated | Richmond, Va | Apr 9, 2008 | 28 y | 0 | 1 |
| K••••• T•••• dual registrant | C••• S••••• P••••••• BD affiliated | Richmond, Va | Jul 29, 2026 | 12 y | 3 | 1 |
| T•••• V••••• dual registrant | C••• S••••• P••••••• BD affiliated | Glen Allen, Va | Dec 2, 2024 | 12 y | 1 | 1 |
| J•••• M•••••• W•••••• dual registrant | C••• S••••• P••••••• BD affiliated | Tampa, Fl | Jun 10, 2024 | 18 y | 4 | 4 |
| R••••• C••••••••• W•••••• Certified Financial Planner · dual registrant | C••• S••••• P••••••• BD affiliated | Abingdon, Va | Jul 31, 2009 | 34 y | 1 | 4 |
| D•••••• A•••• W••• dual registrant | C••• S••••• P••••••• BD affiliated | Glen Allen, Va | Jan 2, 2020 | 23 y | 0 | 1 |
| S••• M•••••• W•••••• dual registrant | C••• S••••• P••••••• BD affiliated | Austin, Tx | Dec 6, 2013 | 19 y | 3 | 3 |
| D••••• J•• W•••• Chartered Financial Analyst · dual registrant | C••• S••••• P••••••• BD affiliated | Sarasota, Fl | May 16, 2025 | 30 y | 3 | 9 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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122 advisors match.