JL
Jeffrey Lampasso
CARY STREET PARTNERS
Tampa, FL 33607
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CRD#: 7977762
JL
Professional summary
Jeffrey Lampasso is a registered financial advisor currently at CARY STREET PARTNERS located in Tampa, Florida and CARY STREET PARTNERS located in Richmond, Virginia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jeffrey has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lampasso'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
August 15, 2025 - Present
CARY STREET PARTNERS
Office #1: 2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607RIA
CRD#: 128545
Tampa, FL
Current
December 17, 2024 - Present
CARY STREET PARTNERS
Office #1: 901 East Byrd Street Suite 1001, Richmond, VA 23219BD
CRD#: 128089
Richmond, 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.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(8/26/2025)
RR
California(8/26/2025)
RR
Connecticut(8/26/2025)
RR
Florida(12/17/2024)
IAR
Florida(8/15/2025)
RR
Georgia(8/26/2025)
RR
Illinois(8/26/2025)
RR
Indiana(8/26/2025)
RR
Kansas(8/26/2025)
RR
Maryland(10/22/2025)
RR
Massachusetts(8/26/2025)
RR
Mississippi(8/26/2025)
RR
Missouri(8/26/2025)
RR
Nevada(8/26/2025)
RR
New Jersey(8/26/2025)
RR
New Mexico(8/26/2025)
RR
New York(8/26/2025)
RR
North Carolina(8/26/2025)
IAR
North Carolina(8/26/2025)
RR
Ohio(8/27/2025)
RR
Oregon(8/26/2025)
RR
Pennsylvania(8/26/2025)
RR
South Carolina(8/26/2025)
RR
Tennessee(8/26/2025)
RR
Texas(8/26/2025)
IAR
Texas(8/26/2025)
RR
Virginia(8/26/2025)
IAR
Virginia(8/26/2025)
RR
Washington(8/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2024
General Securities Representative ExaminationGeneral Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CARY STREET PARTNERS
CRD#: 128545Tampa, FL 33607TRUST BUT VERIFY
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