# CARY LEE BEACH

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2025-10-02 | present | Yes |
| [FIRST CITIZENS ASSET MANAGEMENT, INC](https://search.stillhousedata.com/firm/140777) | 2025-10-02 | present | Yes |
| [FIRST CITIZENS INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/44430) | 2025-10-02 | present | Yes |
| [THE HUNTINGTON INVESTMENT COMPANY](https://search.stillhousedata.com/firm/16986) | 2013-10-04 | 2025-09-22 | — |
| [FRAGASSO FINANCIAL ADVISORS INC.](https://search.stillhousedata.com/firm/123255) | 2012-09-03 | 2013-09-19 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2012-03-16 | 2013-07-10 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2005-02-17 | 2012-02-02 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2003-08-26 | 2005-02-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4445764)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4445764.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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