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Timothy Neil Deery

Investment adviser representative at Adare Asset Management, LLC
17 yearsExperience
1 stateRegistered in
$159.3MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Adare Asset Management, LLCDec 2009 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (PA).

Adare Asset Management, LLC

$159.3MAssets managed
81Clients
1Advisers
4 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
2417070
Firm CRD
152471
Advisor's SEC record (opens in a new tab)
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