Lianna Ariel Deprey
Investment adviser representative at Wingate Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
39 yearsFirm in business
Are you Lianna Ariel Deprey? 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Wingate Wealth Advisors, Inc.Jan 2018 to now
- Wells Fargo Advisors Financial Network, LLCApr 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wingate Wealth Advisors, Inc.
$1.4BAssets managed
649Clients
15Advisers
39 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
- 6129432
- Firm CRD
- 105012