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Anthony James Detrane

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.

  1. Cary Street PartnersMay 2026 to now
  2. Apella WealthDec 2025 to May 2026
  3. Pbmares Wealth Management LLCJul 2024 to Dec 2025
  4. Pbmares Wealth ManagementJun 2023 to Aug 2023
  5. Atlantic Union BankMay 2022 to Aug 2022
  6. Fahrenheit 132Jun 2021 to Jul 2021
  7. Christopher Newport UniversityJun 2020 to May 2024
  8. Fahrenheit 132Jun 2020 to Jul 2020
  9. Gastroenterology Associates of FredericksburgJun 2019 to Aug 2019
  10. Gastroenterology Associates of FredericksburgJun 2017 to Aug 2017
  11. StudentAug 2014 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2026

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
7979632
Firm CRD
128545
Advisor's SEC record (opens in a new tab)
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