Unclaimed Profile

Sherry Delaney Deke

NEW MARKET WEALTH MANAGEMENT, LLC·IRVINE, California

SIE, Series 6, Series 7, Series 63, Series 65Clean record20 years registeredNEW MARKET WEALTH MANAGEMENT, LLC

100 SPECTRUM CENTER DRIVE, IRVINE, CA 92618CRD# 2361477Firm CRD# 171031

Profile Verification

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

Identity

Sherry Delaney Deke · IRVINE, CA

Registration

CRD #2361477 · NEW MARKET WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEW MARKET WEALTH MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

May 2026 – Jun 2026

Nashville, TN

NEW MARKET WEALTH MANAGEMENT, LLC

Feb 2015 – Mar 2022

IRVINE, CA

NRP ADVISORS, INC.

Apr 2009 – Apr 2009

PASADENA, CA

PENNIALL & ASSOCIATES, INC.

Oct 2006 – Jul 2007

PASADENA, CA

AIG FINANCIAL ADVISORS, INC.

Dec 2005 – Jan 2006

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 12, 2005

Years registered · 20

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 Sherry Delaney Deke offer?

Sherry Delaney Deke specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Sherry Delaney Deke's credentials?

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

Where is Sherry Delaney Deke located?

Sherry Delaney Deke is based in IRVINE, California, last registered with NEW MARKET WEALTH MANAGEMENT, LLC.

How does Sherry Delaney Deke charge for services?

Sherry Delaney 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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