Edward Dean Speer
Investment adviser representative at Ironshore Financial
3 yearsExperience
2 statesRegistered in
CFADesignation
$1.4BFirm assets
Are you Edward Dean Speer? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
3 years in the industry.
- Ironshore Financial, LLCApr 2017 to now
- Newport Group ConsultingMar 2017 to Apr 2017
- Newport Group Securities, Inc.Mar 2017 to Apr 2017
- Newport Group, Inc.Mar 2017 to Apr 2017
- Interserv, LLCDec 2014 to Mar 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AL, OH).
Ironshore Financial
Legal name: Ironshore Financial, LLC
$1.4BAssets managed
24Clients
1Advisers
8 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
- 2579138
- Firm CRD
- 294053