Jill Fletcher
Investment adviser representative at Cary Street Partners
14 yearsExperience
5 statesRegistered 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
14 years in the industry.
- Cary Street Partners LLCJan 2023 to now
- Cary Street Partners Investment Advisory LLCJan 2023 to now
- Royal Alliance Associates, Inc.Mar 2022 to Dec 2022
- Signature Estate & Investment Advisors, LLCMar 2022 to Dec 2022
- HomemakerJan 2020 to Mar 2022
- Clearbrook Advisory Services, LLCJul 2012 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 5 states (CA, MD, NC, TX, 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
- 6106610
- Firm CRD
- 128545