AdFi
TV

Tyler Vitale

Investment Adviser Representative at CARY Street Partners

Glen Allen, VACRD #6820114Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Tyler Vitale is an investment adviser representative with CARY Street Partners in Glen Allen, VA, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Securian Financial Services, Inc. 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

4401 Waterfront Drive, Suite 250
Glen Allen, VA 23060

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia
Broker:
1 state or territory

Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/22/2024
Series 7
General Securities Representative Examination
Passed 7/30/2024
SIE
Securities Industry Essentials Examination
Passed 2/19/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CARY Street PartnersCurrent
12/2/2024 – Glen Allen, VA
Securian Financial Services, Inc.
7/20/2021 – 12/15/2021Richmond, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. North Star Resource Group
    Feb 2021 – Dec 2021Richmond, VA
  2. Securian Financial Services Inc
    Feb 2021 – Dec 2021St Paul, MN
  3. Minnesota Life Insurance Co
    Feb 2021 – Dec 2021St Paul, MN
  4. Virginia Tech
    Aug 2014 – Dec 2020Blacksburg, VA
  5. Brown Harris Wealth Management
    Jun 2017 – Aug 2017Culpeper, VA
  6. Mossneck
    Jun 2018 – Aug 2018Fredericksburg, VA
  7. Mosquito Joe
    Jul 2019 – Dec 2020Stafford, VA
  8. Symmetry Financial Group
    Jan 2022 – Apr 2022Richmond, VA
  9. Grafana Labs
    Apr 2022 – May 2023Fredericksburg, VA
  10. Hunter Engineering
    Aug 2023 – Dec 2023Fredericksburg, VA
  11. MCE LLC
    Feb 2024 – no end date reportedFredericksburg, VA
  12. Cary Street Partners
    Jun 2024 – no end date reportedRichmond, VA
  13. Cary Street Partners Investment Advisory LLC
    Jun 2024 – no end date reportedGlen Allen, VA

Official records & sources

Data as of August 9, 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
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

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 profile

Other advisors at CARY Street Partners

Showing 12 of 119 in the directory

View CARY Street Partners firm profile

Similar advisors in Glen Allen, VA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyler Vitale 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched