Cassie Li An Mitchell
Investment Adviser Representative at CARY Street Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cassie Li An Mitchell is an investment adviser representative with CARY Street Partners in Fredericksburg, VA, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cary Street Partners LLCAug 2025 – no end date reportedFredericksburg, VA
- Cary Street Partners LLCJun 2025 – Aug 2025Fredericksburg, VA
- Tapa RioMay 2019 – Aug 2023Fredericksburg, VA
- Salon RootApr 2021 – Mar 2022Fredericksburg, VA
- Kelemen & Stephens PLLCFeb 2023 – Apr 2025Fredericksburg, VA
- Black Optix TintAug 2023 – Feb 2024Fredericksburg, VA
- La Petite AubergeFeb 2024 – no end date reportedFredericksburg, VA
- Sam's Pizza & SubsNov 2019 – Mar 2020Fredericksburg, VA
- StudentAug 2015 – Nov 2019Fredericksburg, VA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CARY Street Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- First $500,0001.50%
- $500,001 - $1,000,0001.00%
- $1,000,001 - $3,000,0000.85%
- $3,000,001 - $5,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 119
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Richmond, VA
- SEC file number:
- 801-64239
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at CARY Street Partners
Showing 12 of 119 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cassie Li An Mitchell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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