Noah Alexander Snead
Investment adviser representative at Cary Street Partners
11 yearsExperience
3 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
11 years in the industry.
- Cary Street Partners Asset ManagementOct 2022 to now
- Cary Street Partners LLCJul 2021 to now
- Cary Street Partners Investment Advisory LLCJul 2021 to now
- Panda ExpressNov 2020 to Aug 2021
- KrogerMar 2020 to Nov 2020
- West End Market, Virginia Tech Dining ServicesAug 2018 to May 2021
- JcpenneyJun 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 7418340
- Firm CRD
- 128545