Unclaimed Profile

Daryl Lee Deke

NEW MARKET WEALTH MANAGEMENT, LLC·IRVINE, California

Series 3, Series 6, Series 7, Series 8, Series 63, Series 65, Series 66Clean record26 years registeredNEW MARKET WEALTH MANAGEMENT, LLC

100 SPECTRUM CENTER DRIVE, IRVINE, CA 92618CRD# 1655492Firm CRD# 171031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daryl Lee Deke · IRVINE, CA

Registration

CRD #1655492 · NEW MARKET WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jan 2022 – present

NEW MARKET WEALTH MANAGEMENT, LLC

Jun 2014 – Mar 2022

IRVINE, CA

NEUBERGER BERMAN LLC

Jul 2008 – May 2011

NEWPORT BEACH, CA

ALLIANCE CAPITAL MANAGEMENT L P

Aug 2000 – Oct 2004

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 8

Series 63

Series 65

Series 66

Registration record

First registered · August 2, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW MARKET WEALTH MANAGEMENT, LLC

CRD 171031 · SEC 801-110574

AUM

$240M

Regulatory assets under management

Employees

359 client accounts

Services offered by NEW MARKET WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NEW MARKET WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daryl Lee Deke offer?

Daryl Lee Deke specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in IRVINE, California for a consultation.

What are Daryl Lee Deke's credentials?

Daryl Lee Deke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daryl Lee Deke located?

Daryl Lee Deke is based in IRVINE, California, working with NEW MARKET WEALTH MANAGEMENT, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Daryl Lee Deke charge for services?

Daryl Lee Deke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW MARKET WEALTH MANAGEMENT, LLC?

NEW MARKET WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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