Diane
Sobin
Cary Street Partners Asset Management
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About this Advisor
Diane Sobin is a financial advisor based in Richmond, Virginia, working with Cary Street Partners Asset Management. Diane has previously held positions at Columbia Threadneedle and Tradition Asset Management. Diane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Virginia. Currently, Diane is part of Cary Street Partners Asset Management, which operates out of Richmond, Virginia. The firm has 2 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Cary Street Partners Asset Management includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Cary Street Partners Asset Management Brokerage Details
$1,481,458,222
47
2,921
$507,175
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Diane Sobin Work History
Tradition Asset Management
Columbia Threadneedle
Columbia Threadneedle
Disclosures
Please visit the SEC profile of Diane Sobin 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 Asset Management
Richmond, VA
Summit, NJ
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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