AdvisorOS Directory
Claim Profile
DA

Dean Anderson

INVERNESS MANAGEMENT, LLC·NEW CANAAN, Connecticut
Unclaimed Profile
21 LOCUST AVENUE, SUITE 1-D, NEW CANAAN, CT 06840CRD# 6503185Firm CRD# 160909
01

About

Dean Anderson is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with INVERNESS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INVERNESS MANAGEMENT, LLC
INVERNESS MANAGEMENT, LLC
AUM
$173M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at INVERNESS MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6503185
Firm CRD# 160909
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW CANAAN?

Browse all registered financial advisors in NEW CANAAN, Connecticut or claim this profile if it's yours.

Browse NEW CANAAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dean Anderson offer?
Dean Anderson specializes in Retirement Planning. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are Dean Anderson's credentials?
Dean Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dean Anderson located?
Dean Anderson is based in NEW CANAAN, Connecticut, working with INVERNESS MANAGEMENT, LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does Dean Anderson charge for services?
Dean Anderson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVERNESS MANAGEMENT, LLC?
INVERNESS MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $173M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW CANAAN
Lovin Mathew Thomas — ARMSTRONG SHAW ASSOCIATES INC.Kerry Bridget Connell — HTG INVESTMENT ADVISORS INCHarmon Thomas Gnuse — HTG INVESTMENT ADVISORS INCJeanne Pflaum Gnuse — HTG INVESTMENT ADVISORS INCJohn Scott Luczaj — ARMSTRONG SHAW ASSOCIATES INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile