Palm Beach Gardens, FL Office
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Cary Street Partners
Multi-team
Firm-wide stats for Cary Street Partners
About
Cary Street Partners serves a broad mix of clients — individuals (including high‑net‑worth), corporations, trusts, retirement plans, and other institutional clients. Its services include discretionary and non‑discretionary portfolio management, financial planning, separately managed accounts, selection of third‑party managers, retirement plan fiduciary services, wrap fee programs, insurance‑strategy reviews, and access to lending options.
Portfolios are constructed from a client profile that incorporates investment objectives and risk tolerance and are monitored on a transaction, periodic, and as‑needed basis. The firm offers affiliated proprietary strategies through its asset‑management affiliate (including mutual fund/ETF strategies, separate accounts and an affiliated ETF), engages sub‑advisers and third‑party managers, and uses AI tools to assist meeting notes, research and portfolio modeling with human oversight retained for final decisions.
Noteworthy distinctions include its indirect majority ownership by private equity fund CIVC Fund VII and the presence of affiliated businesses (a broker‑dealer and an asset manager) that support proprietary products and referral arrangements. The firm sponsors wrap programs, offers feeder funds that may pay performance‑based fees or carried interest, and makes lending products available through affiliates — arrangements that can lead to additional fee layers and potential conflicts of interest for prospective clients to evaluate.
Based on Cary Street Partners
Location
4500 Pga Boulevard, Suite 304 A
Palm Beach Gardens FL 33418
Advisors at this office
4
Advisors at this office
Vincent C
Series 65, Series 63
Palm Beach Gardens, FL
Cary Street Partners
Vincent Cuomo is a financial advisor with Cary Street Partners, holding Series 65 and Series 63 licenses and totaling 12 years of industry experience. His work history includes roles at Pursuit Wealth Management, City National Bank, and Esquire Bank. He serves as chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee, with additional involvement in the Florida Bar Unlicensed Practice of Law Committee. Cary Street Partners serves a diverse client base that includes individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary strategies and third-party managers, using a client profile-driven approach supported by AI tools and human oversight.
Christian S
CFP®, Series 66
Palm Beach Gardens, FL
Cary Street Partners
Christian Searcy Jr. is a CFP® professional with 23 years of experience in the financial industry, currently serving at Cary Street Partners since 2026. His prior experience includes roles at Pursuit Wealth Management LLC, Kovack Advisors, Inc., and UBS Financial Services Inc. He serves as a board member for the UVA Club of the Palm Beaches, organizing events and acting as a liaison for the University of Virginia. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes a client-profile-driven investment approach, proprietary strategies, sub-advisers, third-party managers, and AI tools to support portfolio management and decision-making.
Melanie M
CFP®, Series 66
Palm Beach Garden, FL
Cary Street Partners
Melanie Mc Donald is a CFP® with 18 years of industry experience, currently serving at Cary Street Partners. Her prior roles include positions at UBS Financial Services Inc. and Kovack Advisors, Inc. She is president of the University of Miami Palm Beach County Canes alumni association. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight in its investment process and provides a range of affiliated products and services.
Elizabeth T
Series 63, Series 66
Palm Beach Gardens, FL
Cary Street Partners
Elizabeth Thomas is a financial advisor at Cary Street Partners with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pursuit Wealth Management, Ameriprise Financial Services, American Securities Group, and Wells Fargo Advisors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides a range of services such as portfolio management, financial planning, third-party manager selection, and retirement plan fiduciary services, utilizing both proprietary strategies and AI tools alongside human oversight.
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