Cassie Li An Mitchell
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Cary Street Partners LLCJun 2025 to now
- La Petite AubergeFeb 2024 to now
- Black Optix TintAug 2023 to Feb 2024
- Kelemen & Stephens PLLCFeb 2023 to Apr 2025
- Salon RootApr 2021 to Mar 2022
- Sam's Pizza & SubsNov 2019 to Mar 2020
- Tapa RioMay 2019 to Aug 2023
- StudentAug 2015 to Nov 2019
Exams passed
- Series 66 · Uniform Combined 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
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8092053
- 128545