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Buffy Mangus

Investment adviser representative at Cary Street Partners
14 yearsExperience
2 statesRegistered 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.

  1. Cary Street Partners Investment Advisory LLCJul 2022 to now
  2. Cary Street Partners LLCJun 2022 to now
  3. Old Dominion Capital ManagementApr 2021 to Jun 2022
  4. Equity Services, Inc.Nov 2019 to Apr 2021
  5. Equity Services, Inc.Feb 2013 to Dec 2017
  6. National Financial ServicesJan 2012 to Apr 2021

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (GA, 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
4922241
Firm CRD
128545
Advisor's SEC record (opens in a new tab)
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