Christopher
Trompeter
Cary Street Partners
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About this Advisor
Christopher Trompeter is a chartered financial analyst who works out of Summit, New Jersey with a total of 3 years of industry experience. Trompeter works at Cary Street Partners. Over the course of their career, Trompeter has held roles at Tradition Asset Management LLC, Cary Street Partners Asset Management, Tradition Capital Management and Cary Street Partners Investment Advisory, LLC. Trompeter maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in New Jersey and Virginia. Cary Street Partners is a firm that has its headquarters in Richmond, VA. The company has offices in 14 locations and a total of 134 employees. It controls $6 billion in assets between its 11,387 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 50 charities and foundations. Of its 11,387 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Cary Street Partners provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is provided. Fee types billed by Cary Street Partners may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$5,512,469,144
134
11,387
$484,102
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Trompeter Work History
Christopher has been registered as a financial advisor for 3 years.*
Cary Street Partners Asset Management
Cary Street Partners Investment Advisory, LLC
Tradition Asset Management LLC
Tradition Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Trompeter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cary Street Partners
Richmond, VA
Roanoke, VA
Glen Allen, VA
Arlington, VA
Charlottesville, VA
Wytheville, VA
Roanoke, VA
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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