Thomas
Meyer

Carolina Wealth Management, Inc

CRD#5299318
Investment Advisor
in Greenville, NC

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About this Advisor

Thomas Meyer is a financial advisor based in Greenville, North Carolina, who has 9 years of industry experience. Meyer is currently employed by Carolina Wealth Management, Inc. They have worked at Carolina Wealth Management, Inc for all of their career. Meyer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Carolina Wealth Management, Inc is a financial advisory firm that has its headquarters in Greenville, NC. The firm has offices in two locations and a total of eight financial advisors. It handles $516 million in assets among its 522 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 522 customer accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules are based on the type of financial services provided. Fees charged by Carolina Wealth Management, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1706-A East Arlington Blvd.
Greenville, NC 27858

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Carolina Wealth Management, Inc Brokerage Details

Total Assets Under Management

$515,883,273

NC Average: $3,625,019,099
Total Number of Employees

8

NC Average: 22
Total Number of Accounts

522

NC Average: 1,917
Average Account Size

$988,282

NC Average: $1,890,985

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Thomas Meyer Work History

Thomas has been registered as a financial advisor for 9 years.*

2008 - Present (16 years)

Carolina Wealth Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Meyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Carolina Wealth Management, Inc

Adam Osterbur
Greenville, NC
Joseph Parker
Greenville, NC
Jonathan Blackwell
Greenville, NC
Thomas Meyer
Greenville, NC
Derek Pszenny
Greenville, NC
David Damm
Greenville, NC
Patrick Molamphy
Greenville, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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