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DA

Dean S. Allen

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CRD#: 1185199
DA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dean Stephen Allen was a registered financial professional .

Dean is a previously registered financial professional and started their career in finance in 1983. Dean had worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 16, 2011 - January 2, 2013

BROWN BROTHERS HARRIMAN & CO.

BD
CRD#: 104487
NEW YORK, NY
Past

July 27, 2007 - January 4, 2010

SCHRODER FUND ADVISORS LLC

BD
CRD#: 24129
NEW YORK, NY
Past

December 7, 2000 - September 11, 2006

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NEW YORK, NY
Past

August 25, 1992 - December 7, 2000

SANFORD C. BERNSTEIN & CO., INC.

BD
CRD#: 1232
NEW YORK, NY
Past

January 1, 1990 - December 31, 1990

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

October 27, 1983 - July 27, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 19, 1983 - June 27, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/12/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BB
BROWN BROTHERS HARRIMAN & CO.
BROWN BROTHERS HARRIMAN & CO.

CRD#: 104487 / SEC#:

BD
Terminated by FINRA on 06/30/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 10/10/1818
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BODMAN, TAYLOR STOCKWELLPARTNER2589796
DONAHUE, DOUGLAS AIDAN JR.PARTNER2074744
KLOTZ, RADFORD WERNERPARTNER2615201
LIVINGSTON, SUSAN CLARKPARTNER2831394
SCHOENFELD, JEFFREY ALANPARTNER2490214
WITMER, RICHARD HOWELL JR.PARTNER1900002
BERK, THOMAS ERICPARTNER4906624
BERRIS, BRIAN ADAMSPARTNER2530603
BORLAND, JOHN JAYPARTNER2171439
COOK, GEOFFREY MACKENZIEPARTNER4599503
CREPIN, JEAN MARCPARTNER6442317
GALINDO, DARIOPARTNER2789910
GEORGE, KATHRYN CAROLYNPARTNER4308333
HAM, RICHARD DAVIDFINANCIAL OPERATIONS PRINCIPAL5515226
HARTCH, TIMOTHY EWINGPARTNER2941759
HASHIMOTO, KYOSUKEPARTNER4308983
HUTSON, JOSHUA EYARECHIEF COMPLIANCE OFFICER2912952
IZARD, CHARLES OWENPARTNER1131624
KELLER, MICHAEL ROBERTPARTNER4053994
LONG, THOMAS MICHAELPARTNER2596442
LYNCH, HAMPTON SIMPSON JR.PARTNER2794116
MCCONNELL, MICHAEL WALLACEPARTNER1551375
MESKIN, JEFFREY BRYANPARTNER2855280
NAGAHISA, YUKINORIPARTNER1921275
NIELSEN, JOHN ANDREWPARTNER2578064
PAIRCEIR, SEANPARTNER5775877
PAQUIN, JEAN-PIERREPARTNER4622088
REMONDI, CHRISTOPHER CHARLESPARTNER4308313
ROBERTSON, ABRAM HEATON IIIPARTNER2593686
ROSENSWEIG, WILLIAM E.PARTNER6019312
STONE, KEVIN WPARTNER2395249
SULLIVAN, WILLIAM CARTER IIIPARTNER2641535
TUCKER, ANDREW JAMES FRANCISPARTNER2588190
TYREE, WILLIAM BROPHYPARTNER2743965
VELEZ, MAROA DEL CARMENPARTNER5469051
WHELAN, WILLIAM JOSEPH JR.PARTNER2588916

Disclosures


Regulatory Event3

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


BROWN BROTHERS HARRIMAN & CO.

CRD#: 104487

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