Amy Elizabeth Deer
Investment adviser representative at Accelerate Retirement
13 yearsExperience
1 stateRegistered in
$315.4MFirm assets
3 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 assetsHourlyFixed or flat fee
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
13 years in the industry.
- Accelerate RetirementOct 2025 to now
- Accelerate Investment AdvisorsOct 2025 to now
- Alkeme Financial Services LLCApr 2024 to now
- Commonwealth Financial NetworkNov 2018 to Oct 2025
- Axial Benefits GroupNov 2018 to Apr 2024
- The Kraematon GroupJun 2018 to Dec 2020
- Allie MunroeFeb 2018 to Jun 2018
- John LeonardOct 2017 to Feb 2018
- Allie MunroeSep 2017 to Oct 2017
- John LeonardJun 2017 to Sep 2017
- Allie MunroeOct 2016 to Jun 2017
- Dance Now MiamiSep 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Accelerate Retirement
Legal name: Accelerate Investment Advisors LLC
$315.4MAssets managed
1,076Clients
31Advisers
3 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
- 6976843
- Firm CRD
- 325859