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Meredith Lee Strosser

CORE COMPLIANCE GROUP, LLC·ROCK HILL, South Carolina
Clean recordCORE COMPLIANCE GROUP, LLC
744 ARDEN LANE, ROCK HILL, SC 29732CRD# 5894188Firm CRD# 306661

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Meredith Lee Strosser · ROCK HILL, SC
Registration
CRD #5894188 · CORE COMPLIANCE GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Meredith Lee Strosser is a registered financial advisor based in ROCK HILL, South Carolina, affiliated with CORE COMPLIANCE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CORE COMPLIANCE GROUP, LLC
CORE ADVISORY GROUP
AUM
$238M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CORE COMPLIANCE GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5894188
Firm CRD# 306661
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Meredith Lee Strosser offer?
Meredith Lee Strosser specializes in Financial Planning, Investment Management. Contact their office in ROCK HILL, South Carolina for a consultation.
What are Meredith Lee Strosser's credentials?
Meredith Lee Strosser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meredith Lee Strosser located?
Meredith Lee Strosser is based in ROCK HILL, South Carolina, working with CORE COMPLIANCE GROUP, LLC. Their office serves clients in the ROCK HILL metropolitan area and surrounding communities.
How does Meredith Lee Strosser charge for services?
Meredith Lee Strosser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORE COMPLIANCE GROUP, LLC?
CORE COMPLIANCE GROUP, LLC has approximately 11 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORE COMPLIANCE GROUP, LLC

William Merritt King
ROCK HILL, SC

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Research
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