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Brian Sumner Deely

CLEAR CREEK FINANCIAL MANAGEMENT, LLC·SILVERDALE, Washington
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9361 BAYSHORE DRIVE NW, SILVERDALE, WA 98383CRD# 5248430Firm CRD# 170602
01

About

Brian Sumner Deely is a registered financial advisor based in SILVERDALE, Washington, affiliated with CLEAR CREEK FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at CLEAR CREEK FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5248430
Firm CRD# 170602
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Sumner Deely offer?
Brian Sumner Deely specializes in Financial Planning, Investment Management. Contact their office in SILVERDALE, Washington for a consultation.
What are Brian Sumner Deely's credentials?
Brian Sumner Deely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Sumner Deely located?
Brian Sumner Deely is based in SILVERDALE, Washington, working with CLEAR CREEK FINANCIAL MANAGEMENT, LLC. Their office serves clients in the SILVERDALE metropolitan area and surrounding communities.
How does Brian Sumner Deely charge for services?
Brian Sumner Deely's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEAR CREEK FINANCIAL MANAGEMENT, LLC?
CLEAR CREEK FINANCIAL MANAGEMENT, LLC has approximately 35 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SILVERDALE
Benjamin James Warren — CLEAR CREEK FINANCIAL MANAGEMENT, LLCJoseph John Gates — CLEAR CREEK FINANCIAL MANAGEMENT, LLCMelinda Beth Huish — WATERFRONT FINANCIAL MANAGEMENT LLCCraig Ball Huish — WATERFRONT FINANCIAL MANAGEMENT LLCGarrett Douglas Dastrup — WATERFRONT FINANCIAL MANAGEMENT LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
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