Tyler
Vitale

Cary Street Partners

CRD#6820114
Investment Advisor
in Glen Allen, VA

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About this Advisor

Tyler Vitale is a financial advisor based in Glen Allen, Virginia, working with Cary Street Partners. Tyler has previously held positions at North Star Resource Group, Securian Financial Services Inc, Minnesota Life Insurance Co, Virginia Tech, Leckner Nissan, Pohanka Nissan, Brown Harris Wealth Management, Mossneck, Mosquito Joe, Symmetry Financial Group, Grafana Labs, Hunter Engineering, Mce LLC, Cary Street Partners, and Cary Street Partners Investment Advisory LLC. Tyler has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Tyler is part of Cary Street Partners, which operates out of Glen Allen, Virginia. The firm has 23 offices and 160 employees. Cary Street Partners manages assets totaling $8.3 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include 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. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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, Others

Office Location

4401 Waterfront Drive Suite 250
Glen Allen, VA 23060

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Cary Street Partners Brokerage Details

Total Assets Under Management

$8,263,891,736

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

160

VA Average: 32
Total Number of Accounts

13,853

VA Average: 1,458
Average Account Size

$596,542

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

Tyler Vitale Work History

2024 - Present (1 year)

Mce LLC

2024 - Present (1 year)

Cary Street Partners

2024 - Present (1 year)

Cary Street Partners Investment Advisory LLC

2023 - 2023 (< 1 year)

Hunter Engineering

2022 - 2022 (< 1 year)

Symmetry Financial Group

2022 - 2023 (1 year)

Grafana Labs

2021 - 2021 (< 1 year)

North Star Resource Group

2021 - 2021 (< 1 year)

Securian Financial Services Inc

2021 - 2021 (< 1 year)

Minnesota Life Insurance Co

2019 - 2020 (1 year)

Mosquito Joe

2018 - 2018 (< 1 year)

Mossneck

2017 - 2017 (< 1 year)

Brown Harris Wealth Management

2016 - 2016 (< 1 year)

Pohanka Nissan

2015 - 2015 (< 1 year)

Leckner Nissan

2014 - 2020 (6 years)

Virginia Tech

Disclosures

Please visit the SEC profile of Tyler Vitale 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

William Richmond
Charlotte, NC
William Allen Ii
Charlotte, NC
Todd Engmann
Morristown, NJ
Jeffrey Blatter
Charlottesville, VA
Brittany Doughty
Fredericksburg, VA
John Hubard
Roanoke, VA
Jonathan Scimeca
Fredericksburg, VA
Janie Faught
San Antonio, TX

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