Karilyn Port Meeker
Investment Adviser Representative at CARY Street Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Karilyn Port Meeker is an investment adviser representative with CARY Street Partners in Glen Allen, VA, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 4 firms, including MML Investors Services, LLC and Cetera Investment Advisers LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
- Broker:
1 state or territory
Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Securian Financial ServicesJun 2021 – Oct 2021Saint Paul, MN
- Virginia Asset ManagementJun 2021 – Oct 2021Midlothian, VA
- Virginia Asset ManagementOct 2021 – Oct 2023Midlothian, VA
- Securian Financial ServicesOct 2021 – Aug 2023Saint Paul, MN
- Zientarski, Inc (Bella Jade Boutique)Apr 2016 – Apr 2021Plainfield, IL
- Virginia Asset ManagementApr 2021 – Jun 2021Midlothian, VA
- Cetera Advisor Networks LLCAug 2023 – Oct 2023Midlothian, VA
- Cetera Investment Advisers LLCAug 2023 – Oct 2023Midlothian, VA
- MML Investors Services LLCNov 2023 – Sep 2024Glen Allen, VA
- MassMutual Life Insurance CoOct 2023 – Sep 2024Glen Allen, VA
- UnemployedSep 2024 – Apr 2025Glen Allen, VA
- Cary Street Partners LLCApr 2025 – no end date reportedGlen Allen, VA
- Cary Street Partners Investment Advisory LLCApr 2025 – no end date reportedGlen Allen, VA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CARY Street Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- First $500,0001.50%
- $500,001 - $1,000,0001.00%
- $1,000,001 - $3,000,0000.85%
- $3,000,001 - $5,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 119
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Richmond, VA
- SEC file number:
- 801-64239
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at CARY Street Partners
Showing 12 of 119 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Karilyn Port Meeker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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