Unclaimed Profile

Karen Lysyk Greco

CM WEALTH ADVISORS LLC·BEACHWOOD, Ohio

Clean recordCM WEALTH ADVISORS LLC

2000 AUBURN DRIVE, BEACHWOOD, OH 44122-4327CRD# 6470428Firm CRD# 119467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Lysyk Greco · BEACHWOOD, OH

Registration

CRD #6470428 · CM WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen Lysyk Greco is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with CM WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CM WEALTH ADVISORS LLC

AUM

$3.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CM WEALTH ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: % OF ASSETS MONITORED

Regulatory

SEC/IARD CRD# 6470428

Firm CRD# 119467

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Lysyk Greco offer?

Karen Lysyk Greco specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Karen Lysyk Greco's credentials?

Karen Lysyk Greco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Lysyk Greco located?

Karen Lysyk Greco is based in BEACHWOOD, Ohio, working with CM WEALTH ADVISORS LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Karen Lysyk Greco charge for services?

Karen Lysyk Greco's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CM WEALTH ADVISORS LLC?

CM WEALTH ADVISORS LLC has approximately 23 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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