Unclaimed Profile

Timothy Neil Deery

ADARE ASSET MANAGEMENT, LLC·LANCASTER, Pennsylvania

Series 7, Series 63, Series 65Clean record19 years registeredADARE ASSET MANAGEMENT, LLC

1853 WILLIAM PENN WAY, LANCASTER, PA 17601CRD# 2417070Firm CRD# 152471

Profile Verification

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

Identity

Timothy Neil Deery · LANCASTER, PA

Registration

CRD #2417070 · ADARE ASSET MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ADARE ASSET MANAGEMENT, LLC

Dec 2009 – present

DEARDEN, MAGUIRE, WEAVER & BARRETT, LLC

Dec 2008 – Dec 2009

WEST CONSHOHOCKEN, PA

SECURITY CAPITAL MANAGEMENT

Oct 2006 – Feb 2008

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 24, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADARE ASSET MANAGEMENT, LLC

CRD 152471 · SEC 801-124714

AUM

$127M

Regulatory assets under management

Employees

216 client accounts

Services offered by ADARE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ADARE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Neil Deery offer?

Timothy Neil Deery specializes in Investment Management, Fee-Only Advisory. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Timothy Neil Deery's credentials?

Timothy Neil Deery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Neil Deery located?

Timothy Neil Deery is based in LANCASTER, Pennsylvania, working with ADARE ASSET MANAGEMENT, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Timothy Neil Deery charge for services?

Timothy Neil Deery's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADARE ASSET MANAGEMENT, LLC?

ADARE ASSET MANAGEMENT, LLC has approximately 1 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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