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Karen Merriwether Harmon

GREYSTAR INVESTMENT GROUP, LLC·CHARLESTON, South Carolina
Clean recordGREYSTAR INVESTMENT GROUP, LLC
465 MEETING STREET, CHARLESTON, SC 29403CRD# 7893277Firm CRD# 160665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Merriwether Harmon · CHARLESTON, SC
Registration
CRD #7893277 · GREYSTAR INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karen Merriwether Harmon is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with GREYSTAR INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GREYSTAR INVESTMENT GROUP, LLC
GREYSTAR INVESTMENT GROUP, LLC
AUM
$28.3B
Regulatory assets under management
Employees
510
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES
Regulatory
SEC/IARD CRD# 7893277
Firm CRD# 160665
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Merriwether Harmon offer?
Karen Merriwether Harmon specializes in Retirement Planning, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Karen Merriwether Harmon's credentials?
Karen Merriwether Harmon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Merriwether Harmon located?
Karen Merriwether Harmon is based in CHARLESTON, South Carolina, working with GREYSTAR INVESTMENT GROUP, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Karen Merriwether Harmon charge for services?
Karen Merriwether Harmon's firm is compensated through percentage of aum, performance-based fees, other: development, property management, construction and other fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREYSTAR INVESTMENT GROUP, LLC?
GREYSTAR INVESTMENT GROUP, LLC has approximately 510 employees and manages $28.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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