Ethan Cook
Advisor at Cary Street Partners
Updated today
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
Wytheville, VA 24382
Credentials
Series 66
Industry experience
1 year
About
Ethan Cook is a financial advisor with Cary Street Partners and holds a Series 66 designation. He has one year of industry experience, including prior roles at Virginia Tech, First Bank and Trust Company, Skyline National Bank, Pascor Atlantic, and Bland County Public Schools. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a range of investment strategies and combines third-party managers with in-house resources to provide tailored portfolio management and financial planning solutions.
Client services
Based on Cary Street Partners
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
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
Location
185 West Main Street
Wytheville, VA 24382
Most active in
Ethan C has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Cary Street Partners
2023 - Present (3 years)
Virginia Tech
2022 - 2023 (1 year)
First Bank and Trust Company
2022 - 2022 (1 year)
Virginia Tech
2021 - 2022 (1 year)
Skyline National Bank
2021 - 2021 (1 year)
Virginia Tech
2020 - 2021 (1 year)
Pascor Atlantic
2020 - 2020 (1 year)
Virginia Tech
2019 - 2020 (1 year)
Pascor Atlantic
2019 - 2019 (1 year)
Bland County Public Schools
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Aaron S
Series 66
Wytheville, VA
Cary Street Partners
Russell J
Series 66
Wytheville, VA
Cary Street Partners
Samuel C
Series 66
Wytheville, VA
Ameriprise
Curtis M
Series 66
Wytheville, VA
Edward Jones
Vincent H
Series 66
Wytheville, VA
Ameriprise
Thomas E
ChFC®, Series 63, Series 65
Wytheville, VA
Planmember Securities Corporation
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