Waddell & Reed

Investment Advisor
in Charlotte, NC
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About this Advisor

Harry Greyard is a certified financial planner operating in Charlotte, North Carolina, who has been in the financial industry for 24 years. Greyard is currently employed by Waddell & Reed. Throughout their career, they have worked at Queens University, Waddell & Reed, Inc, Various Insurance Carriers, Fpa Of Charlotte, Presbyterian Samaritan Counseling Center, Avondale Presbyterian Church and Financial Planning Association Of Charlotte. Greyard holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Colorado, Florida, Kansas, North Carolina, Texas, Washington, Virginia, Iowa, Missouri, Pennsylvania and South Carolina. Waddell & Reed is a registered investment business that has its headquarters in Charlotte, North Carolina. The firm has offices in 357 locations and a total of 2,000 advisors. It oversees $22 billion in assets under management across its 153,672 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 74 charitable organizations. Of its 153,672 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The firm has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on which services are offered. However, fees billed by Waddell & Reed most likely are comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

6000 Fairview Rd Ste 310
Charlotte, NC 28210

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Waddell & Reed Brokerage Details

Total Assets Under Management


NC Average: $2,243,162,756
Total Number of Employees


NC Average: 44
Total Number of Accounts


NC Average: 4,091
Average Account Size


NC Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Harry Greyard Work History

Harry has 24 years of experience.

2015 - Present (4 years)

Fpa Of Charlotte

2013 - Present (6 years)

Financial Planning Association Of Charlotte

2012 - Present (7 years)

Avondale Presbyterian Church

2000 - Present (19 years)

Queens University

1994 - Present (25 years)

Waddell & Reed, Inc

1994 - Present (25 years)

Various Insurance Carriers

2009 - 2012 (3 years)

Presbyterian Samaritan Counseling Center


Harry Greyard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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