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Andre Gilberto Pineda

Cary Street Partners

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About Andre Gilberto Pineda

Andre Gilberto Pineda is an investment advisor representative with Cary Street Partners, a firm that has been in business for over 75 years and has a strong track record of success in providing investment advice to both individuals and institutions. Andre has been in the financial services industry since 2002 and has a deep understanding of the markets. Andre has a broad range of experience in providing investment advice, including financial planning, portfolio management, and retirement planning. Andre is committed to providing clients with personalized service and helping them reach their financial goals.

Firm Information

Andre Pineda is currently registered with Cary Street Partners. Cary Street Partners is an investment advisory firm based in Richmond, Virginia, with over $6.97 billion in assets under management. They offer financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses, including insurance companies, charitable organizations, and pension and profit-sharing plans. The firm also offers selection of other advisors and portfolio management for businesses. They have been registered with the SEC since 2002.
Cary Street Partners

901 EAST BYRD STREET

RICHMOND, VA 23219

$6.98B

Assets Under Management

7

Total Clients

92

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with certain third parties

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Andre Pineda’s Registration & Firm History

VA

06/22/2007 - Present

Cary Street Partners (FREDERICKSBURG VA)

VA

01/26/2006 - 06/28/2007

WACHOVIA SECURITIES, LLC (FREDERICKSBURG VA)

MD

10/10/2002 - 09/02/2004

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 11/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andre Gilberto Pineda.
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