Steven Perry Adwar
Investment adviser representative at Cary Street Partners
13 yearsExperience
1 stateRegistered in
$10.3BFirm assets
21 yearsFirm in business
Are you Steven Perry Adwar? Claim your profile
Contact this firm
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.
- Cary Street Partners LLCJun 2025 to now
- Cary Street Partners Investment Advisory LLCJun 2025 to now
- Fidelity InvestmentsMar 2024 to Jun 2025
- UnemployedFeb 2024 to Mar 2024
- Development Corporation for IsraelJan 2024 to Feb 2024
- UnemployedMar 2023 to Jan 2024
- Wells Fargo AdvisorsAug 2017 to Mar 2023
- Wells Fargo Clearing Services, LLCAug 2017 to Mar 2023
- Towson UniversitySep 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6499104
- Firm CRD
- 128545