Cary Street Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers

August 03, 2020 08:00 AM Eastern Daylight Time RICHMOND, Va.–(BUSINESS WIRE)–Cary Street Partners today announced that the firm has been named to the 2020 edition of the Financial Times (“FT”) 300 Top Registered Investment Advisers. This list recognizes top independent …

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CityWire: When Freedom is Part of the Deal

Behind Cary Street Partners’ Acquisition of $224m Waypoint Advisors For Virginia Beach, Virginia-based Waypoint Advisors, finding the right M&A partner was a labor of love. Elizabeth Patterson, the $224m firm’s president, first began looking for a buyer in the fall …

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Financial advisory firm extends acquisition streak

A Richmond-based wealth management firm looked eastward for its latest acquisition. Cary Street Partners on June 30 absorbed Virginia Beach-based Waypoint Advisors, giving the firm its first presence in Hampton Roads. Joe Schmuckler, CEO of Cary Street Partners, said the …

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wealthmanagement.com: Cary Street Acquires $215 Million AUM Waypoint Advisors

Cary Street will merge with Waypoint Advisors, creating a combined firm with $4 billion in client assets. Cary Street Partners, the wealth management arm of Cary Street Partners Financial based in Richmond, Va., has acquired Waypoint Advisors, a Virginia Beach, …

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Richmond Times Dispatch: Richmond-based Cary Street Partners agrees to acquire Virginia Beach-based investment advisory firm

The Richmond-based wealth management firm Cary Street Partners is acquiring a Virginia Beach-based investment advisory firm. Cary Street Partners said Tuesday it has entered into a definitive agreement to acquire independent registered investment advisor Waypoint Advisors. Founded in 2001, Waypoint …

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CityWire: Cary Street Partners buys Virginia Beach RIA

The hybrid firm has purchased Waypoint Advisors. Hybrid RIA Cary Street Partners is buying a Virginia Beach, Va.-based RIA. The Luxon Financial-backed firm said Tuesday it plans to purchase Waypoint Advisors. Specific financial terms of the transaction, which is expected …

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Waypoint Advisors to Join Cary Street Partners

Expands Cary Street Partners’ Geographic Presence in Virginia Cary Street Partners today announced that the firm has entered into a definitive agreement to acquire Virginia Beach, VA based independent registered investment advisor Waypoint Advisors. Founded in 2001, Waypoint Advisors serves …

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Cary Street Partners Unifying Under Single Brand

Richmond, VA — Cary Street Partners today announced the firm has formally changed the name of its holding company to Cary Street Partners Financial LLC from Luxon Financial LLC. In addition to the holding company, the asset management and wealth …

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Top Guns Manager of the Decade Awarded to Tradition Asset Management

Summit, New Jersey – Tradition Asset Management today announced that it has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. Read More …

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Jeffrey L. Burgess Joins Cary Street Partners in Johnson City, Tennessee

Johnson City, Tennessee – Cary Street Partners today announced that Jeffrey L. Burgess has joined the firm as a Financial Advisor in its Johnson City, Tennessee office. Burgess has over two decades of financial services industry experience. At Cary Street …

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