Advisor at Cary Street Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cary Street Partners
Location
Glen Allen, VA 23060
Credentials
Series 66
Industry experience
3 years
Karilyn Meeker is a financial advisor at Cary Street Partners with three years of industry experience. She holds a Series 66 designation and has worked at firms including Virginia Asset Management and MML Investors Services LLC. Outside of her advisory role, she serves as social director for a youth football program, organizing social events and activities. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that incorporates both third-party and in-house managers across traditional and alternative strategies.
Based on Cary Street Partners
Fixed financial planning fees ranging from $500 to $25,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Hourly rates charged for specific financial planning engagements, details disclosed in agreements
Performance-based fees charged for certain Feeder Funds; fees depend on share of capital gains or carried interest
Fee-only: Fixed fees range between $500 and $25,000 for financial planning; hourly fees also available
4401 Waterfront Drive, Suite 250
Glen Allen, VA 23060
Virginia
Cary Street Partners LLC
2025 - Present (1 year)
Cary Street Partners Investment Advisory LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
MML Investors Services LLC
2023 - 2024 (1 year)
MassMutual Life Insurance Co
2023 - 2024 (1 year)
Cetera
2023 - 2023 (1 year)
CETERA Advisor Networks LLC
2023 - 2023 (1 year)
Virginia Asset Management
2021 - 2023 (2 years)
Securian Financial Services
2021 - 2023 (2 years)
Securian Financial Services
2021 - 2021 (1 year)
Virginia Asset Management
2021 - 2021 (1 year)
Virginia Asset Management
2021 - 2021 (1 year)
Zientarski, Inc (Bella Jade Boutique)
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
CFP®
Richmond, VA
Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")