Unclaimed Profile

Deryck Alan Harmer

TRILOMA ENERGY ADVISORS LLC·WINTER PARK, Florida

Series 24, Series 7, Series 66, Series 65CFPClean recordTRILOMA ENERGY ADVISORS LLC

201 NORTH NEW YORK AVENUE, WINTER PARK, FL 32789CRD# 5653813Firm CRD# 175326

Profile Verification

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

Identity

Deryck Alan Harmer · WINTER PARK, FL

Registration

CRD #5653813 · TRILOMA ENERGY ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Deryck Alan Harmer is a registered financial advisor based in WINTER PARK, Florida, affiliated with TRILOMA ENERGY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

TRILOMA ENERGY ADVISORS LLC

AUM

$44M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRILOMA ENERGY ADVISORS LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5653813

Firm CRD# 175326

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Frequently Asked Questions

What services does Deryck Alan Harmer offer?

Deryck Alan Harmer specializes in Investment Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Deryck Alan Harmer's credentials?

Deryck Alan Harmer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Deryck Alan Harmer located?

Deryck Alan Harmer is based in WINTER PARK, Florida, working with TRILOMA ENERGY ADVISORS LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Deryck Alan Harmer charge for services?

Deryck Alan Harmer'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 TRILOMA ENERGY ADVISORS LLC?

TRILOMA ENERGY ADVISORS LLC has approximately 14 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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