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Karen Merriwether Harmon

GREYSTAR INVESTMENT GROUP, LLC·CHARLESTON, South Carolina
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465 MEETING STREET, CHARLESTON, SC 29403CRD# 7893277Firm CRD# 160665
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
03

Firm Overview

Firm
GREYSTAR INVESTMENT GROUP, LLC
GREYSTAR INVESTMENT GROUP, LLC
AUM
$28.3B
Regulatory assets under management
Employees
510
Total firm employees
View all advisors at GREYSTAR INVESTMENT GROUP, LLC →
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
No disclosures on file
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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Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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