Daryl Lee Deke
Investment adviser representative at Captrust
12 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Daryl Lee Deke? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- CaptrustJan 2022 to now
- Capfinancial Partners LLC (captrust)Dec 2021 to now
- New Market Wealth Management, LLCApr 2014 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1992
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TN).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1655492
- Firm CRD
- 175112