Kimberly Smith
Investment adviser representative at Cary Street Partners
10 yearsExperience
6 statesRegistered in
$10.3BFirm assets
21 yearsFirm in business
Are you Kimberly Smith? 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
10 years in the industry.
- Cary Street Partners LLCApr 2023 to now
- Cary Street Partners Investment Advisory LLCApr 2023 to now
- Truist Investment Services, IncSep 2021 to Apr 2023
- Bb&tNov 2016 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 6 states (GA, NC, OH, SC, TX, 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
- 7443516
- Firm CRD
- 128545