Meredith Lee Strosser
Investment adviser representative at Core Advisory Group
12 yearsExperience
1 stateRegistered in
$338.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Core Advisory GroupApr 2020 to now
- LPL Financial, LLCJun 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (SC).
Core Advisory Group
Legal name: Core Compliance Group, LLC
$338.4MAssets managed
1,163Clients
10Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5894188
- Firm CRD
- 306661