Robert
Walters
Cary Street Partners
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About this Advisor
Robert Walters is a certified financial planner operating out of Abingdon, Virginia who has 14 years of industry experience. Walters is currently employed by Cary Street Partners. They have worked at Cary Street Partners for the entirety of their career. Walters has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina, Texas and Virginia. Cary Street Partners is a registered investment firm that has its headquarters in Richmond, VA. The company has offices in 14 locations and a total of 134 financial advisors. It controls $6 billion in total assets between its 11,387 accounts, making it one of the largest firms in the country by assets under management. The firm serves 50 charities and foundations. Of its 11,387 accounts, 31% belong to high-net-worth investors who have at least $1 million in assets. Cary Street Partners has a number 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 advisory fees largely depend on which services are offered. However, fee types billed by Cary Street Partners can include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$5,512,469,144
134
11,387
$484,102
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
Robert Walters Work History
Robert has been registered as a financial advisor for 14 years.*
Cary Street Partners 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.
Disclosures
Please visit the SEC profile of Robert Walters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
