Walter D. Bayne
CARY STREET PARTNERS | President, Managing Director
FREDERICKSBURG, VA 22401
Some features on this profile are disabled
CRD#: 4427332
Professional summary
Walter Donald Bayne is a registered financial advisor currently at CARY STREET PARTNERS located in Fredericksburg, Virginia and CARY STREET PARTNERS located in Morristown, New Jersey.
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.
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 & Applied Economics<#CR#><#NL#>• Series 3, 4, 7, 24, 31, 53, 66 Licenses<#CR#><#NL#>• Life/Health Insurance
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
2G40 (microbrewery for craft cider and beer), not investment related, owner/partner, located in Spotsylvania VA, do have control over the assets but is not compensated at this time. Devotes 0 market hours per month and 40 non market hours per month Executor and Beneficiary, for long-term friend; Investment Related; Executor and Beneficiary; 2010-03-18, 0 hours per month, 0 hours per month during trading hours; Named Beneficiary in my best friends estate. Executor or Successor Trustee for 3 employees - Pineda, Herrick, and Stewart; investment related; Executor or Successor Trustee; 0 per month; 0 per trading hours; Serve as a trustee after passing of spouse Other Business Name: Pamplin College of Business, Virginia Tech Address:Blacksburg, VA 24061 Investment-Related?No Nature of the Other Business:Educational Postion at Other Business:Advisory Board for the Financial Planning Major, involes no investment advice or handling of funds. Title at Other Business:Board Member Relationship with Other BusinessBoard Member Start Date of your Relationship:Jun-24 Approximate Hours/Month devoted to other business:8 Number of Hours devoted to other business during securities trading hours:2 Description of duties related to other Business:Role includes creating a curriculum structure for a college course focused on teaching students to succeed in the financial planning industry. No compensation is provided. Other Business Name: Fish Camp, LLC Address:8207 Lee Jackson Circle, Sponsylvania, VA 22553 Investment-Related?No Nature of the Other Business:Real Estate Postion at Other Business:Managing Partner Title at Other Business:Managing Partner Relationship with Other BusinessNo Start Date of your Relationship:9/13/2024 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:Yes Approximate Hours/Month devoted to other business:4 Number of Hours devoted to other business during securities trading hours:4 Will you be compensated for the OBA?:Yes Description of duties related to other Business:Potential rental property
CRS (Client Relationship Summary) - RIA
Click below to view Walter Donald Bayne's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 22, 2007 - Present
CARY STREET PARTNERS
Office #1: 250 Executive Center Parkway, Fredericksburg, VA 22401RIA
CRD#: 128545
FREDERICKSBURG, VA
Current
June 22, 2007 - Present
CARY STREET PARTNERS
Office #1: 1200 Mount Kemble Ave. Suite 100, Morristown, NJ 07960Office #2: 901 East Byrd Street, Suite 1001, Richmond, VA 23219Office #3: 2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607Office #4: 4401 Waterfront Drive Suite 250, Glen Allen, VA 23060Office #5: 1000 Winchester Street Suite 300, Fredericksburg, VA 22401BD
CRD#: 128089
Morristown, NJ
Past
September 2, 2004 - June 28, 2007
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
FREDERICKSBURG, VA
Past
September 2, 2004 - June 28, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
FREDERICKSBURG, VA
Past
November 9, 2001 - August 17, 2004
LEGG MASON WOOD WALKER, INCORPORATED
RIA
CRD#: 6555
FREDERICKSBURG, VA
Past
September 26, 2001 - August 17, 2004
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/22/2007)
RR
Arizona(6/14/2021)
RR
Arkansas(8/26/2019)
RR
California(6/22/2007)
IAR
California(2/11/2025)
RR
Delaware(2/26/2009)
RR
District of Columbia(1/2/2009)
RR
Florida(2/26/2009)
RR
Georgia(2/26/2009)
RR
Illinois(1/2/2009)
RR
Indiana(10/15/2019)
RR
Iowa(6/26/2014)
RR
Kentucky(1/2/2009)
RR
Maine(11/23/2016)
RR
Maryland(6/22/2007)
RR
Massachusetts(2/26/2009)
RR
Minnesota(1/31/2012)
RR
Mississippi(2/13/2019)
RR
New Jersey(2/26/2009)
RR
New Mexico(6/22/2007)
RR
New York(6/22/2007)
RR
North Carolina(3/18/2008)
IAR
North Carolina(1/8/2019)
RR
Oklahoma(3/27/2020)
RR
Oregon(6/15/2009)
RR
Pennsylvania(6/22/2007)
RR
South Carolina(2/26/2009)
RR
South Dakota(5/5/2008)
RR
Tennessee(1/14/2013)
RR
Texas(2/26/2009)
IAR
Texas(1/7/2019)
RR
Virginia(6/22/2007)
IAR
Virginia(6/22/2007)
RR
Washington(2/26/2009)
RR
West Virginia(12/2/2011)
RR
Wisconsin(5/20/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,853 |
| AUM (Assets Under Management) | $ 8,263,891,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2024 | ||
| 07/25/2023 | ||
| 01/27/2023 |
Red Flags
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Company Information
CARY STREET PARTNERS
President, Managing DirectorCRD#: 128545Fredericksburg, VA 22401TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
