Advisor at Cary Street Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cary Street Partners
Location
Richmond, VA 23219
Credentials
Series 66
Industry experience
2 years
Adam Simpson is a financial advisor at Cary Street Partners with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, Wells Fargo Advisors, and First Clearing LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a client-focused approach to portfolio management, utilizing both third-party and in-house resources across a range of traditional and alternative investment strategies.
Based on Cary Street Partners
Fixed financial planning fees ranging from $500 to $25,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Hourly rates charged for specific financial planning engagements, details disclosed in agreements
Performance-based fees charged for certain Feeder Funds; fees depend on share of capital gains or carried interest
Fee-only: Fixed fees range between $500 and $25,000 for financial planning; hourly fees also available
901 East Byrd Street, Suite 1001
Richmond, VA 23219
Virginia
Cary Street Partners LLC
2025 - Present (1 year)
Cary Street Partners Investment Advisory LLC
2025 - Present (1 year)
Ameriprise
2020 - 2025 (5 years)
Ameriprise Financial Services, inc.
2019 - 2020 (1 year)
WELLS FARGO Advisors
2018 - 2019 (1 year)
First Clearing LLC
2016 - 2018 (2 years)
First Clearing LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Moseley, VA
Empire Wealth Management, LLC
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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