Diane
Sobin
Cary Street Partners Asset Management
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About this Advisor
Diane Sobin is a chartered financial analyst who works out of Richmond, Virginia with 3 years of relevant experience. Sobin is an employee of Cary Street Partners Asset Management. Their career trajectory has included roles at Columbia Threadneedle and Tradition Asset Management. Sobin has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey and Virginia. Cary Street Partners Asset Management is a registered investment firm operating out of Richmond, VA. The investment advisory business has offices in two locations and a total of 39 employees. It controls $1 billion in assets across its 2,739 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 2,739 client accounts, 33% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cary Street Partners Asset Management offers a diverse array of services, including 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. Fees for financial management usually depend on which services are offered. Fee types billed by Cary Street Partners Asset Management may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cary Street Partners Asset Management Brokerage Details
$1,291,528,595
39
2,739
$471,533
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
Diane has been registered as a financial advisor for 3 years.*
Tradition Asset Management
Columbia Threadneedle
Columbia Threadneedle
*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 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 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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