Tyler Vitale
Investment adviser representative at Cary Street Partners
12 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
12 years in the industry.
- Cary Street PartnersJun 2024 to now
- Cary Street Partners Investment Advisory LLCJun 2024 to now
- Mce LLCFeb 2024 to now
- Hunter EngineeringAug 2023 to Dec 2023
- Grafana LabsApr 2022 to May 2023
- Symmetry Financial GroupJan 2022 to Apr 2022
- Minnesota Life Insurance CoFeb 2021 to Dec 2021
- North Star Resource GroupFeb 2021 to Dec 2021
- Securian Financial Services IncFeb 2021 to Dec 2021
- Mosquito JoeJul 2019 to Dec 2020
- MossneckJun 2018 to Aug 2018
- Brown Harris Wealth ManagementJun 2017 to Aug 2017
- Virginia TechAug 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6820114
- Firm CRD
- 128545