Karilyn P. Meeker

CARY STREET PARTNERS

Glen Allen, VA 23060

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CRD#: 7393328

Professional summary

Karilyn Port Meeker, who also goes by Kari Aley, Karilyn Port Aley, Kari Meeker, is a registered financial advisor currently at CARY STREET PARTNERS located in Glen Allen, Virginia and CARY STREET PARTNERS located in Glen Allen, Virginia.

Karilyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Karilyn has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kari Aley | Karilyn Port Aley | Kari Meeker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: OLD HUNDRED ATHLETIC ASSOCIATION INV REL: N ADD: 3624 EVERSHOT DR MIDLOTHIAN VA 23112 NATURE: YOUTH FOOTBALL PROGRAM. VOLUNTEER TO RUN SOCIAL EVENTS & ACTIVITIES POSITION: SOCIAL DIRECTOR START DATE: 9/2023 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: PLAN SOCIAL GATHERINGS FOR TEAM, HOMECOMING AND AWARD CEREMONIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karilyn Port Meeker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 19, 2025 - Present

CARY STREET PARTNERS

Office #1: 4401 Waterfront Drive Suite 250, Glen Allen, VA 23060

RIA

CRD#: 128545

Glen Allen, VA

Current

May 19, 2025 - Present

CARY STREET PARTNERS

Office #1: 4401 Waterfront Drive Suite 250, Glen Allen, VA 23060

CRD#: 128089

Glen Allen, VA

Past

November 14, 2023 - September 30, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Glen Allen, VA

Past

November 10, 2023 - September 30, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

Glen Allen, VA

Past

August 10, 2023 - November 1, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MIDLOTHIAN, VA

Past

August 10, 2023 - November 1, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MIDLOTHIAN, VA

Past

March 17, 2022 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

MIDLOTHIAN, VA

Past

October 22, 2021 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

MIDLOTHIAN, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

Virginia

Registered Investment Advisory firm - (3/2/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Virginia
(5/19/2025)

IAR

Virginia
(5/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/10/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/22/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/1/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA

Registered Investment Advisory firm - (8/12/2005 Approved)

Virginia

Registered Investment Advisory firm - (3/2/2007 Terminated)

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Contact information

Main Address

901 East Byrd Street Suite 1001, Richmond, VA 23219

Mailing Address

Phone number

(804) 340-8100

Established

Firm type

Fiscal year end

# of Employees

166

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CSPIA FORM ADV PART 2A FIRM BROCHURE DATED 06/27/2025 (6/27/2025)

CSPIA FORM ADV PART 2A WRAP BROCHURE DATED 06/27/2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts	13,853
AUM (Assets Under Management)	$ 8,263,891,736

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2024	Cover Page	Report
07/25/2023	Cover Page	Report
01/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Karilyn P. Meeker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karilyn Port Meeker's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARY STREET PARTNERS

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CARY STREET PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/2022

Series 7TO

Date: 10/22/2021

SIE

Date: 7/1/2021

FINRA

Current Firm

CARY STREET PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CARY STREET PARTNERS

TRUST BUT VERIFY

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