Walter Donald Bayne
Professional Summary
Walter Donald Bayne is a registered financial advisor currently at CARY STREET PARTNERS located in Fredericksburg, Virginia and . Walter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Walter has worked at 4 firms and has passed the Series 66, Series 52TO, SIE, Series 3, Series 31, Series 7, Series 4, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Walter D. Bayne is President, Managing Director for Cary Street Partners. As President of the firm, Walter leads the execution of the overall daily operations and is responsible for executing the company’s business plan with an emphasis on integrity and compliance. In addition to his management roles, he is a Financial Advisor.<#CR#><#NL#><#CR#><#NL#>Experience:<#CR#><#NL#>• Wachovia Securities LLC, Vice President & Financial Advisor<#CR#><#NL#>• Legg Mason Wood Walker Inc., Financial Advisor<#CR#><#NL#>• Southern States Cooperative, Manager<#CR#><#NL#><#CR#><#NL#>Education/Certifications:<#CR#><#NL#>• Virginia Tech, BS, Agricultural...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Contact Information
Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219Phone Number
(804) 340-8100# of Employees
182SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
16,731AUM (Assets Under Management)
$10,252,264,301Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/10/2026 | Cover Page | Report |
| 11/24/2025 | Cover Page | Report |
| 10/22/2024 | Cover Page | Report |
| 07/25/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
State Registrations and Notice Filings
(6/22/2007)
(6/14/2021)
(8/26/2019)
(6/22/2007)
(2/11/2025)
(2/26/2009)
(1/2/2009)
(2/26/2009)
(4/13/2026)
(2/26/2009)
(1/2/2009)
(10/15/2019)
(6/26/2014)
(1/2/2009)
(11/23/2016)
(6/22/2007)
(1/5/2026)
(2/26/2009)
(1/31/2012)
(2/13/2019)
(12/24/2025)
(2/26/2009)
(6/22/2007)
(6/22/2007)
(12/24/2025)
(3/18/2008)
(1/8/2019)
(3/31/2026)
(3/27/2020)
(6/15/2009)
(6/22/2007)
(12/26/2025)
(2/26/2009)
(5/5/2008)
(1/14/2013)
(2/26/2009)
(1/7/2019)
(6/22/2007)
(6/22/2007)
(2/26/2009)
(12/2/2011)
(5/20/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Walter Donald Bayne's CRS (Customer Relationship Summary).
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