Unclaimed Profile

Dean Anderson

INVERNESS MANAGEMENT, LLC·NEW CANAAN, Connecticut

Clean recordINVERNESS MANAGEMENT, LLC

21 LOCUST AVENUE, SUITE 1-D, NEW CANAAN, CT 06840CRD# 6503185Firm CRD# 160909

Profile Verification

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

Identity

Dean Anderson · NEW CANAAN, CT

Registration

CRD #6503185 · INVERNESS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

INVERNESS MANAGEMENT, LLC

AUM

$173M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at INVERNESS MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6503185

Firm CRD# 160909

View on FINRA BrokerCheck →

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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.

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