Deanna Cheryl Post
Investment adviser representative at &partners
16 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 yearsFirm in business
Are you Deanna Cheryl Post? 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
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
16 years in the industry.
- &partnersSep 2025 to now
- Wells Fargo Clearing Services, LLC.Feb 2020 to Sep 2025
- Woodbury Financial Services IncSep 2019 to Jan 2020
- Wells Fargo Clearing Services LLCMay 2018 to Sep 2019
- Morgan Stanley Smith Barney LLCDec 2010 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NC).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 4165101
- Firm CRD
- 3767