SD
Susanna A. Dellinger
CARY STREET PARTNERS
Virginia Beach , VA 23451
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CRD#: 6178905
SD
Professional summary
Susanna Adams Dellinger, who also goes by Susanna Camp Adams, is a registered financial advisor currently at CARY STREET PARTNERS located in Virginia Beach , Virginia.
Susanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Susanna has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Susanna Camp Adams
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.
Camp Foundation,Is Investment Related,,Private foundation,"Board Member; Treasurer, Chair, Finance Committee",2009-11-01,3 hours per month,0 hours per month during trading hours,No Compensation Compensation,"I serve on the Board of Directors and as Treasurer for the Camp Foundation, a private foundation supporting the Franklin, VA community. I also chair the Finance Committee, which oversees the investment manager(s) for the foundation's assets."
CRS (Client Relationship Summary) - RIA
Click below to view Susanna Adams Dellinger'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
July 2, 2020 - Present
CARY STREET PARTNERS
Office #1: 2101 Parks Avenue Suite 800, Virginia Beach , VA 23451RIA
CRD#: 128545
Virginia Beach , VA
Past
October 11, 2016 - August 20, 2020
WAYPOINT ADVISORS, LLC
RIA
CRD#: 115810
VIRGINIA BEACH, VA
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.Highlighted states indicate IAR registrations
IAR
North Carolina(12/5/2023)
IAR
Texas(12/5/2023)
IAR
Virginia(7/2/2020)
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
