Paula Demars Megan
Investment adviser representative at Cary Street Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.3BFirm assets
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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
12 years in the industry.
- Cary Street Partners, LLCJul 2021 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2021
- Fidelity Brokerage Services LLCJul 2014 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
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
- 4128703
- Firm CRD
- 128545