Christina Kimberly Filosi
Investment adviser representative at Cary Street Partners
13 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
13 years in the industry.
- Cary Street Partners LLCAug 2024 to now
- Cary Street Partners Investment Advisory LLCAug 2024 to now
- Morgan StanleyAug 2023 to Aug 2024
- UnemployedApr 2023 to Jul 2023
- Morgan StanleyJun 2022 to Aug 2022
- Full-time EducationAug 2019 to Apr 2023
- Institution for SavingsMar 2019 to May 2019
- Teresa's Grille NineteenJul 2017 to Aug 2019
- Town of Middleton MaJul 2017 to Aug 2017
- Full-time EducationSep 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7522729
- Firm CRD
- 128545