Unclaimed Profile

Dierdre A Downham

HANLON INVESTMENT MANAGEMENT, INC.·EGG HARBOR TWP., New Jersey

SIE, Series 7, Series 63, Series 65Clean record24 years registeredHANLON INVESTMENT MANAGEMENT, INC.

3393 BARGAINTOWN ROAD, EGG HARBOR TWP., NJ 08234CRD# 2578813Firm CRD# 118851

Profile Verification

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

Identity

Dierdre A Downham · EGG HARBOR TWP., NJ

Registration

CRD #2578813 · HANLON INVESTMENT MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HANLON INVESTMENT MANAGEMENT, INC.

PRUDENTIAL SECURITIES INCORPORATED

Jun 2002 – Oct 2002

LINWOOD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 5, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTGEN INVESTMENT MANAGEMENT, LLC

CRD 118851 · SEC 801-60889

AUM

$607M

Regulatory assets under management

Employees

2,759 client accounts

Services offered by VESTGEN INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at VESTGEN INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Dierdre A Downham offer?

Dierdre A Downham specializes in Financial Planning, Investment Management, Wealth Management.

What are Dierdre A Downham's credentials?

Dierdre A Downham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dierdre A Downham located?

Dierdre A Downham is based in EGG HARBOR TWP., New Jersey, last registered with HANLON INVESTMENT MANAGEMENT, INC..

How does Dierdre A Downham charge for services?

Dierdre A Downham's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HANLON INVESTMENT MANAGEMENT, INC.?

HANLON INVESTMENT MANAGEMENT, INC. has approximately 26 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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