Unclaimed Profile

Meredith Lee Strosser

CORE COMPLIANCE GROUP, LLC·ROCK HILL, South Carolina

SIE, Series 7, Series 24, Series 66Clean record14 years registeredCORE 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 · 14 years registered

Brand Profile

Not yet started

Career History

CORE ADVISORY GROUP

Mar 2020 – present

LPL FINANCIAL LLC

Oct 2011 – present

LPL FINANCIAL LLC

Jul 2014 – Jul 2020

ROCK HILL, SC

PNC INVESTMENTS

Sep 2011 – Oct 2011

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · September 20, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORE COMPLIANCE GROUP, LLC

CRD 306661 · SEC 801-122934

AUM

$238M

Regulatory assets under management

Employees

1,444 client accounts

Services offered by CORE COMPLIANCE GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORE COMPLIANCE GROUP, LLC →

Introduction

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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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