Unclaimed Profile

Deryck Alan Harmer

TRILOMA ENERGY ADVISORS LLC·WINTER PARK, Florida

SIE, Series 7, Series 24, Series 65, Series 66CFPClean record16 years registeredTRILOMA 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 · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRILOMA ENERGY ADVISORS LLC

CNL FUND ADVISORS COMPANY

Sep 2009 – Jan 2013

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · September 24, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRILOMA ENERGY ADVISORS LLC

CRD 175326 · SEC 801-96190

AUM

$44M

Regulatory assets under management

Employees

2 client accounts

Services offered by TRILOMA ENERGY ADVISORS LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at TRILOMA ENERGY ADVISORS LLC →

Introduction

Speak with Deryck

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Deryck is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WINTER PARK?

Browse all registered financial advisors in WINTER PARK, Florida or claim this profile if it's yours.

Browse WINTER PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Deryck Alan Harmer offer?

Deryck Alan Harmer specializes in Investment Management.

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, last registered with TRILOMA ENERGY ADVISORS LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →