Margaret Hubert
Investment adviser representative at Cary Street Partners
10 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
10 years in the industry.
- Cary Street PartnersFeb 2024 to now
- J. P. Morgan Securities LLCJul 2022 to Jan 2024
- UnemployedJun 2022 to Jun 2022
- Edwards JonesAug 2021 to May 2022
- Sunken Well TavernJun 2021 to Jul 2021
- Well Enough, IncMay 2021 to May 2021
- UnemployedJan 2021 to Apr 2021
- James Madison UniversityAug 2020 to Dec 2020
- UnemployedAug 2019 to Jul 2020
- Harmony At Falls RunJan 2019 to Jun 2019
- Nova Elite Field Hockey ClubAug 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7412882
- Firm CRD
- 128545