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Heather Rae Cary

Wilmington Trust Investment Advisors, Inc.

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About Heather Rae Cary

Heather Rae Cary is an Investment Advisor Representative at Wilmington Trust Investment Advisors, Inc. with over 15 years of experience in the financial services industry. Heather holds the Series 65 license and has been registered with the state of Vermont since 2023. She has a strong background in portfolio management and provides investment advice to a wide range of clients, including corporations, individuals, and institutional investors. Heather is committed to providing her clients with personalized financial solutions and strives to build long-term relationships with them.

Firm Information

Heather Cary is currently registered with Wilmington Trust Investment Advisors, Inc.. Wilmington Trust Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE, with a focus on asset allocation, economic analysis and capital markets forecasting, and lease advisory services. They manage over $16.5 billion in assets, primarily for pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors. They also provide investment management services for investment companies, charitable organizations, insurance companies, and high-net-worth individuals.
Wilmington Trust Investment Advisors, Inc.

WILMINGTON TRUST CENTER

WILMINGTON, DE 19890-0001

$16.50B

Assets Under Management

4

Total Clients

13

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

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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Heather Cary’s Registration & Firm History

CT

09/11/2024 - Present

Wilmington Trust Investment Advisors, Inc. (Bridgeport CT)

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Licenses & Designations

IA

Issued 08/20/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Rae Cary.
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