Mark
Smith

Cary Street Partners

CRD#5496151
Investment Advisor
in Richmond, VA

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About this Advisor

Mark Smith is a chartered financial analyst based in Richmond, Virginia, with 8 years of relevant experience. Smith is currently employed by Cary Street Partners. The advisor has gained experience at Cary Street Partners, Admiral Administration and Luxon Asset Management. Smith is able to operate in Virginia. Cary Street Partners is a business headquartered in Richmond, VA. The firm has offices in 14 locations and a total of 134 employees. It oversees $6 billion in assets across its 11,387 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 50 charitable organizations. Of its 11,387 client accounts, 31% belong to high-net-worth clients who have at least $1 million in assets. Cary Street Partners has a wide set 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. A financial advisor's fees usually depend on which services the firm provides the client. Fee types billed by Cary Street Partners likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

8 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

901 East Byrd Street Suite 1001
Richmond, VA 23219

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Cary Street Partners Brokerage Details

Total Assets Under Management

$5,512,469,144

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

134

VA Average: 32
Total Number of Accounts

11,387

VA Average: 1,458
Average Account Size

$484,102

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

Mark Smith Work History

Mark has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

Luxon Asset Management

2013 - Present (11 years)

Cary Street Partners

2013 - 2013 (< 1 year)

Admiral Administration

*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 Mark Smith 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
Mark Smith
Richmond, VA
James Hall
Roanoke, VA
John Mccoy
Arlington, VA
Barbour Bussells
Richmond, VA
Janie Faught
San Antonio, TX
Jill Fletcher
Charlottesville, VA
Kirby Delloiacono
Richmond, 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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