Edward D. Speer

IRONSHORE FINANCIAL

West Palm Beach, FL

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CRD#: 2579138

Professional summary

Edward Dean Speer, who also goes by E. Dean Speer, Dean Speer, is a registered financial advisor currently at IRONSHORE FINANCIAL located in West Palm Beach, Florida.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Edward has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

E. Dean Speer | Dean Speer

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.

E. DEAN SPEER, CPA SOLE PROPRIETOR PREPARING TAX RETURNs FOR FEE AND NON-INVESTMENT RELATED. APPROXIMATE TIME SPENT FOR THIS BUSINESS IS 15 HOURS PER YEAR AND IT IS CONDUCTED FROM MY RESIDENCE. Start date 3/2017 ******************************************************************************** For various tax or corporate reasons this individual may be coded as an "Employee" or Independent Contractor of Newport Group, Inc., an affiliate of Newport Group Securities, Inc. This individual may offer insurance products through any of the Firm's affiliates. Please refer to the employment section of the U4 for information regarding this individual's position, title and date of employment. Hours devoted to each entity vary as dictated by corporate needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Dean Speer'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®

None

Experience

Current

April 18, 2018 - Present

IRONSHORE FINANCIAL

RIA

CRD#: 294053

West Palm Beach, FL

Past

March 31, 2017 - December 21, 2017

NEWPORT GROUP SECURITIES, INC.

RIA

CRD#: 29722

Mobile, AL

Past

December 22, 2014 - April 18, 2018

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

Mobile, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IRONSHORE FINANCIAL

IRONSHORE FINANCIAL | IRONSHORE FINANCIAL, LLC

CRD#: 294053 / SEC#: 801-112863

RIA

Registered Investment Advisory firm - (4/16/2018 Approved)

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

Alabama
(3/4/2025)

IAR

Ohio
(4/19/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

IRONSHORE FINANCIAL

IRONSHORE FINANCIAL | IRONSHORE FINANCIAL, LLC

CRD#: 294053 / SEC#: 801-112863

RIA

Registered Investment Advisory firm - (4/16/2018 Approved)

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Contact information

Main Address

Foley, AL

Mailing Address

Phone number

(937) 872-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

IRONSHORE FINANCIAL, LLC INVESTMENT ADVISER BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 1,220,010,113

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.

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Firm Stability Insights

Edward D. Speer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Dean Speer's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONSHORE FINANCIAL

NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP CONSULTING, LLC

Primary Firm SEC Registration

IRONSHORE FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

IRONSHORE FINANCIAL

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRONSHORE FINANCIAL

TRUST BUT VERIFY

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