Raymond
Deragon

Cary Street Partners

CRD#2932463
Investment Advisor
in Austin, TX
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About this Advisor

Raymond Deragon is a certified financial planner based out of Austin, Texas, with 12 years of experience as a financial advisor. Deragon currently works for Cary Street Partners. Over the course of their career, Deragon has held roles at Stanford Group Company, Oppenheimer & Co, Riverstone Wealth Management, Inc, Cary Street Partners LLC and Cary Street Partners Investment Advisory LLC. Deragon holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Cary Street Partners is a company based out of Austin, Texas. The firm has offices in 13 locations and a total of 77 advisors. It handles $2 billion in assets under management across its 4,923 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 12 charitable organizations. Of its 4,923 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The business has a diverse set 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. Financial management fees typically are based on the type of services. Fees billed by Cary Street Partners likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

7801 Capital Of Texas Highway, Suite 310
Austin, TX 78731

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Cary Street Partners Brokerage Details

Total Assets Under Management

$1,617,738,324

TX Average: $1,835,309,194
Total Number of Employees

55

TX Average: 32
Total Number of Accounts

5,654

TX Average: 1,458
Average Account Size

$286,123

TX Average: $1,258,785

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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

Raymond Deragon Work History

Raymond has 12 years of experience.

2013 - Present (6 years)

Cary Street Partners LLC

2013 - Present (6 years)

Cary Street Partners Investment Advisory LLC

2009 - 2009 (< 1 year)

Oppenheimer & Co

2009 - 2013 (4 years)

Riverstone Wealth Management, Inc

2006 - 2009 (3 years)

Stanford Group Company

Disclosures

Raymond Deragon has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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