Cary Street Partners
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About this Advisor
Savannah Doerr is a financial advisor working in Fredericksburg, Virginia. Doerr is an employee of Cary Street Partners. During their career, Doerr has held roles at Chick-Fil-A, Jcpenney, American Family Fitness, Wawa, Navy Federal Credit Union, Edelman Financial Engines, Cary Street Partners, Massaponax High School, Germanna Community College and University Mary Washington. Doerr has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Cary Street Partners is a company headquartered in Richmond, VA. It has offices in 14 locations and a total of 134 people on staff. It administers $6 billion in total assets between its 11,387 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 50 charities and foundations. Of its 11,387 client accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. The firm performs 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 charged by financial advisors vary depending on which service is provided. However, fee types charged by Cary Street Partners can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Cary Street Partners Brokerage Details
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
Savannah Doerr Work History
Savannah has been registered as a financial advisor for 0 years.*
Cary Street Partners
Edelman Financial Engines
Navy Federal Credit Union
University Mary Washington
American Family Fitness
Germanna Community College
Massaponax High School
*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 Savannah Doerr 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
Glen Allen, VA
San Antonio, TX
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 firstname.lastname@example.org.
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