Paul
Gautier
Cary Street Partners
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About this Advisor
Paul Gautier is a financial advisor operating out of Austin, Texas with a total of 10 years of industry experience. Gautier works at Cary Street Partners. Throughout their career, they have worked at Riverstone Wealth Management, Cary Street Partners LLC and Cary Street Partners Investment Advisory LLC. Gautier has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina, Texas and Virginia. Cary Street Partners is a registered investment company that has its headquarters in Richmond, VA. The firm has offices in 14 locations and a total of 134 people on staff. It administers $6 billion in assets among its 11,387 client accounts, placing it among the biggest 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 held by high-net-worth investors who have greater than $1 million in investable assets. Cary Street Partners performs a number of services, such as 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 for financial advice usually are based on the services offered. Fee types billed by Cary Street Partners likely are comprised of 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
Paul Gautier Work History
Paul has been registered as a financial advisor for 10 years.*
Cary Street Partners LLC
Cary Street Partners Investment Advisory LLC
Riverstone Wealth 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 Paul Gautier 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
Roanoke, VA
Richmond, VA
Glen Allen, VA
Arlington, VA
Fredericksburg, VA
Roanoke, VA
Charlotte, NC
Richmond, VA
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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