William
Newbould

Cary Street Partners

CRD#2455172
Investment Advisor
in Austin, TX

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About this Advisor

William Newbould is a certified financial planner working in Austin, Texas who has 10 years of relevant experience. Newbould is on the advisory team at Cary Street Partners. The advisor has gained experience at First Avantus Securities, Inc(Formerly First Financial Inv. Sec, Riverstone Insurance Agency, Inc (Formerly First Avantus), Riverstone Wealth Management, Inc, Cary Street Partners LLC and Cary Street Partners Investment Advisory LLC. Newbould holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Georgia, Kansas and Texas. Cary Street Partners is a registered investment business based out of Richmond, VA. The company has offices in 14 locations and a total of 134 financial advisors. It oversees $6 billion in assets between its 11,387 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 50 charitable organizations. Of its 11,387 client accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. The company performs a diverse array 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. Financial management fees depend on the type of financial services. Fees billed by Cary Street Partners likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

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

$5,512,469,144

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

134

TX Average: 32
Total Number of Accounts

11,387

TX Average: 1,458
Average Account Size

$484,102

TX Average: $1,258,785

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

William Newbould Work History

William has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cary Street Partners LLC

2013 - Present (11 years)

Cary Street Partners Investment Advisory LLC

2001 - 2013 (12 years)

Riverstone Insurance Agency, Inc (Formerly First Avantus)

2000 - 2013 (13 years)

First Avantus Securities, Inc(Formerly First Financial Inv. Sec

2000 - 2013 (13 years)

Riverstone Wealth Management, Inc

*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 William Newbould 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

James Hall
Roanoke, VA
Paula Megan
Glen Allen, VA
John Mccoy
Arlington, VA
Mark Smith
Richmond, VA
William Allen Ii
Charlotte, NC
Barbour Bussells
Richmond, VA
Aaron Summers
Wytheville, VA
Janie Faught
San Antonio, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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