DV
Dwayne A. Verley
DWAYNE ANTHONY VERLEY, CPA
New York, NY 10026
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CRD#: 1775261
DV
Professional summary
Dwayne Anthony Verley is a registered financial advisor currently at DWAYNE ANTHONY VERLEY, CPA located in New York, New York.
Dwayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dwayne has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dwayne Anthony Verley's 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®
NoneExperience
Current
November 10, 2021 - Present
DWAYNE ANTHONY VERLEY, CPA
Office #1: 66-72 St. Nicholas Ave 6b, New York, NY 10026RIA
CRD#: 310131
New York, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(11/10/2021)
Current Firm
DA
DWAYNE ANTHONY VERLEY, CPA
DWAYNE ANTHONY VERLEY, CPA
CRD#: 310131 / SEC#:
New York
Registered Investment Advisory firm - (8/17/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
66-72 St. Nicholas Ave 6b, New York, NY 10026
Mailing Address
Phone number
(347) 952-8537
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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