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Kelley Tyger

Investment adviser representative at Cary Street Partners
13 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

13 years in the industry.

  1. Cary Street PartnersJul 2026 to now
  2. Davenport & Company LLCJun 2021 to Jul 2026
  3. Truist Advisory Services, Inc.Feb 2021 to Jun 2021
  4. Truist Investment Services, Inc.Feb 2021 to Jun 2021
  5. Bb&t SecuritiesDec 2013 to Jun 2021

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
6281297
Firm CRD
128545
Advisor's SEC record (opens in a new tab)
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