Cary Street Partners

Investment Advisor
in Charlottesville, VA

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About this Advisor

Jill Fletcher is a certified financial planner working in Charlottesville, Virginia. Fletcher is currently employed by Cary Street Partners. During their career, Fletcher has held roles at Clearbrook Advisory Services, LLC, Royal Alliance Associates, Inc, Homemaker, Cary Street Partners Investment Advisory LLC and Signature Estate & Investment Advisors, LLC. Fletcher maintains Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Cary Street Partners is an advisory business based in Richmond, VA. It has offices in 14 locations and a total of 134 employees. It controls $6 billion in assets under management across its 11,387 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 50 charities and foundations. Of its 11,387 accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. Cary Street Partners has a number 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. Fees for financial management usually are based on which services the firm provides the client. Fee types billed by Cary Street Partners most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations


Years Registered*

less than 1 year

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

200 Garrett Street Suite L
Charlottesville, VA 22902

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Cary Street Partners Brokerage Details

Total Assets Under Management


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


VA Average: 32
Total Number of Accounts


VA Average: 1,458
Average Account Size


VA 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

Jill Fletcher Work History

Jill has been registered as a financial advisor for 0 years.*

2023 - Present (0 year)

Cary Street Partners Investment Advisory LLC

2022 - 2022 (< 1 year)

Royal Alliance Associates, Inc

2022 - 2022 (< 1 year)

Royal Alliance Associates, Inc

2022 - 2022 (< 1 year)

Signature Estate & Investment Advisors, LLC

2022 - 2022 (< 1 year)

Signature Estate & Investment Advisors, LLC

2020 - 2022 (2 years)


2012 - 2019 (7 years)

Clearbrook Advisory Services, LLC

*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.


Please visit the SEC profile of Jill Fletcher 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

Paula Megan
Glen Allen, VA
James Hall
Roanoke, VA
John Mccoy
Arlington, VA
Mark Smith
Richmond, VA
Alan Reef
Summit, NJ
Robert Martin
Roanoke, VA
Buffy Mangus
Roanoke, VA
John Hubard
Roanoke, VA

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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