Carlos
Marbot
Cary Street Partners
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About this Advisor
Carlos Marbot is a financial advisor based in Greenville, South Carolina, working with Cary Street Partners. Carlos has previously held positions at Pruco Securities LLC, U. S. Army National Guard, Uab Medicine, Firerock Building Materials, The Prudential Insurance Company Of America, E*Trade Securities LLC, Charles Schwab & Co., Inc, Fidelity Investments, The Vanguard Group, Inc, Morgan Stanley, Truist Investment Service Inc, Truist Advisory Services Inc, Ameriprise Financial Services, LLC, Care Wealth Management LLC Dba Marbot Wealth Partners, Liberty University, Cary Street Partners LLC, and Cary Street Partners Investment Advisory LLC. Carlos has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Carlos is part of Cary Street Partners, which operates out of Greenville, South Carolina. The firm has 16 offices and 144 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$6,977,336,124
144
12,547
$556,096
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
Carlos Marbot Work History
Cary Street Partners LLC
Cary Street Partners Investment Advisory LLC
Care Wealth Management LLC Dba Marbot Wealth Partners
Care Wealth Management LLC Dba Marbot Wealth Partners
Ameriprise Financial Services, LLC
Morgan Stanley
Truist Investment Service Inc
Truist Advisory Services Inc
E*Trade Securities LLC
Charles Schwab & Co., Inc
Fidelity Investments
The Vanguard Group, Inc
Pruco Securities LLC
The Prudential Insurance Company Of America
Liberty University
Uab Medicine
Firerock Building Materials
U. S. Army National Guard
Disclosures
Please visit the SEC profile of Carlos Marbot 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
Charlottesville, VA
Charlotte, NC
Greenville, SC
Fredericksburg, VA
Summit, NJ
Roanoke, VA
Glen Allen, VA
Austin, TX
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