Cary Street Partners

Investment Advisor
in Fredericksburg, VA

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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

Series 66

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

1000 Winchester Street Suite 300
Fredericksburg, VA 22401

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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

Savannah Doerr Work History

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

2021 - Present (2 years)

Cary Street Partners

2020 - 2021 (1 year)

Edelman Financial Engines

2017 - 2017 (< 1 year)


2017 - 2020 (3 years)

Navy Federal Credit Union

2017 - 2020 (3 years)

University Mary Washington

2016 - 2016 (< 1 year)


2016 - 2017 (1 year)

American Family Fitness

2016 - 2017 (1 year)

Germanna Community College

2015 - 2016 (1 year)


2012 - 2016 (4 years)

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

John Mccoy
Arlington, VA
Mark Smith
Richmond, VA
James Hall
Roanoke, VA
Paula Megan
Glen Allen, VA
John Hubard
Roanoke, VA
Andrew Hall
Fredericksburg, VA
William Richmond
Charlotte, NC
Janie Faught
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

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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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