Seth
Whitney
Cary Street Partners
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About this Advisor
Seth Whitney is a financial advisor based in Austin, Texas, working with Cary Street Partners. Seth has previously held positions at Cary Street Partners LLC and Cary Street Partners Investment Advisory LLC. Seth has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Seth is part of Cary Street Partners, which operates out of Austin, Texas. 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
Seth Whitney Work History
Cary Street Partners LLC
Cary Street Partners Investment Advisory LLC
Disclosures
Please visit the SEC profile of Seth Whitney 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
Charlotte, NC
Summit, NJ
Charlottesville, VA
Fredericksburg, VA
Greenville, SC
Roanoke, VA
Virginia Beach, VA
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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