Stephanie Sears
Investment adviser representative at Cary Street Partners
14 yearsExperience
1 stateRegistered in
$10.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cary Street Partners LLCMar 2025 to now
- Cary Street Partners Investment Advisory LLCMar 2025 to now
- UnemployedJun 2024 to Mar 2025
- Fidelity InvestmentsJul 2021 to Jun 2024
- Equitable Advisors, LLCJan 2012 to Jul 2021
- AXA Advisors LLCJan 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cary Street Partners
Legal name: Cary Street Partners Investment Advisory LLC
$10.3BAssets managed
6,988Clients
118Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2605107
- Firm CRD
- 128545