CARY LEE BEACH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC., FIRST CITIZENS ASSET MANAGEMENT, INC, SVB WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SVB WEALTH | 2025-10-02 | present | Yes |
| FIRST CITIZENS ASSET MANAGEMENT, INC | 2025-10-02 | present | Yes |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2025-10-02 | present | Yes |
| THE HUNTINGTON INVESTMENT COMPANY | 2013-10-04 | 2025-09-22 | — |
| FRAGASSO FINANCIAL ADVISORS INC. | 2012-09-03 | 2013-09-19 | — |
| LPL FINANCIAL LLC | 2012-03-16 | 2013-07-10 | — |
| PNC WEALTH MANAGEMENT | 2005-02-17 | 2012-02-02 | — |
| CITIZENS SECURITIES, INC. | 2003-08-26 | 2005-02-17 | — |