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Carlos Resendez

from Cary Street Partners

Carlos Resendez is a financial advisor based in Virginia, Richmond, with 26 years of experience. Carlos currently works for Cary Street Partners. Carlos maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.

This advisor is a SEC regulated
  • Fiduciary duty to act in the best interests of your finances
  • Regulated by The Securities and Exchange Commission (SEC)
  • Transparent about fees and never take commission when recommending a financial product
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Carlos Resendez works at Cary Street Partners

Cary Street Partners is a financial advisory firm based in Richmond, Virginia. It currently has approximately $3,587,606,493 of assets under management and employs about 134 people. Cary Street Partners uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.

Certifications and registrations

Uniform Investment Adviser Law Examination (S65)

Uniform Combined State Law Examination (S66)

Years registered

11 years

Fee structure

A percentage of assets under your management, hourly charges, fixed fees and commissions

Office location

901 East Byrd Street, Suite 1001, Richmond, Virginia, 23219

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