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Craig B. Deery

THE LEADERS GROUP
Summit, NJ 07901
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CRD#: 1020628
CD

Professional summary


Craig Bryan Deery, who also goes by Craig Bryan Deery, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Craig is registered as a RR (Registered Representative) and started their career in finance in 1981. Craig has worked at 16 firms and has passed the Series 63, SIE, Series 7 and Series 5 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Craig Bryan Deery

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Craig Bryan Deery's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 3, 2020 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
Summit, NJ
Past

November 1, 2016 - January 28, 2020

BLUEROCK CAPITAL MARKETS LLC

BD
CRD#: 136974
NEW YORK, NY
Past

November 21, 2014 - October 21, 2016

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
MERIDEN, CT
Past

December 21, 2010 - October 3, 2014

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

January 30, 2007 - November 2, 2010

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

January 23, 2004 - January 11, 2007

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

January 1, 2002 - September 19, 2003

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

August 8, 2000 - January 1, 2002

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

August 24, 1999 - June 2, 2000

PENN SECURITIES, INC.

BD
CRD#: 45622
WYOMISSING, PA
Past

March 25, 1996 - March 3, 1999

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

March 8, 1993 - February 1, 1996

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

February 21, 1991 - February 8, 1993

MERIDIAN SECURITIES, INC.

BD
CRD#: 16468
Past

October 11, 1988 - March 20, 1991

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

April 6, 1988 - October 6, 1988

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
Past

January 13, 1988 - February 27, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

September 6, 1984 - November 25, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 20, 1983 - August 28, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

December 11, 1981 - November 4, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(1/3/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 12/2/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
SRO Registrations
RR
FINRA

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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