Role at Cary Street Partners Investment Advisory
- Title on Schedule A
- Chief Operating Officer, Managing Director
- Control
- Wesley Gallup is a control person of Cary Street Partners Investment Advisory.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Wesley Gallup has held the filed role since February 2021.
The firm
Form ADV filed 30 March 2026
Career on record
Wesley Gallup has been registered through Cary Street Partners Investment Advisory since November 2019, and before that through Austin Wealth Management, LLC.
- Cary Street PartnersCurrent– present · 7 yearsAustin, TX · Adviser representative · Firm CRD 128545
- Gallup Wealth Consulting, LLC– · under a yearAustin, TX · Adviser representative · Firm CRD 304997
- Austin Wealth Management, LLC– · 2 yearsAustin, TX · Adviser representative · Firm CRD 172793
Registrations and exams
Wesley Gallup has a current investment-adviser registration in Texas and has passed 0 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Texas | Investment adviser representative | Approved | 18 November 2019 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
No examinations are on Wesley Gallup’s record.
Individual record
- Full name
- Wesley Hamilton Gallup
- CRD
- 5037007
- Registration status
- Investment adviser registration
- Office
- 7801 CAPITAL OF TEXAS HIGHWAY, SUITE 310, Austin, TX 78731
- Firm bio
- carystreetpartners.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Wesley Gallup is listed as chief operating officer and managing director. The biography says he leads operations strategy and business systems execution. Official firm biography
Education
- B.B.A. in Accounting, University of Texas at AustinOfficial firm biography
- M.P.A., University of Texas at AustinOfficial firm biography
Common questions
Where does Wesley Gallup work?
Wesley Gallup has been Chief Operating Officer, Managing Director of Cary Street Partners Investment Advisory LLC since February 2021, and is a control person of the firm.
Is Wesley Gallup a financial advisor?
Yes. Wesley Gallup has a current investment-adviser registration in Texas, through Cary Street Partners Investment Advisory since November 2019, as of 18 October 2026.
How many years of experience does Wesley Gallup have?
Wesley Gallup has worked in the financial industry for 9 years as of 18 October 2026, counted from 21 May 2017, across 3 adviser firms.
Where did Wesley Gallup work before Cary Street Partners Investment Advisory?
Before Cary Street Partners Investment Advisory, Wesley Gallup was registered through Austin Wealth Management, LLC, April 2017 to June 2019.
Where is Wesley Gallup based?
Wesley Gallup’s registered office is in Austin, TX.
Leadership at Cary Street Partners Investment Advisory
- Joseph SchmucklerChief Executive Officer (CSPF)
- Walter BaynePresident, Managing Director
- Kevin MitchellChief Financial Officer, Director
- Nancy OliverChief Compliance Officer, Director
- Matthew RubinChief Investment Officer, Managing Director
- Thomas TullidgeSecretary/Treasurer, Managing Director; Chief Strategy Officer, Legal and Finance (CSPF)