DM
Dean E. Mcquiddy
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CRD#: 4373760
DM
Professional summary
Dean Edward Mcquiddy, CFA was a registered financial advisor .
Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dean had worked at 1 firm .
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 Dean Edward Mcquiddy'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®
Experience
Past
March 31, 2001 - December 31, 2025
SAWGRASS ASSET MANAGEMENT LLC
RIA
CRD#: 108831
JACKSONVILLE, FL
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".
SA
SAWGRASS ASSET MANAGEMENT LLC
SAWGRASS ASSET MANAGEMENT LLC
CRD#: 108831 / SEC#: 801-55243
RIA
Registered Investment Advisory firm - (2/13/1998 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
Texas(4/11/2016)
Exams
Current Firm
SA
SAWGRASS ASSET MANAGEMENT LLC
SAWGRASS ASSET MANAGEMENT LLC
CRD#: 108831 / SEC#: 801-55243
RIA
Registered Investment Advisory firm - (2/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5000 Sawgrass Village Circle Suite 32, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(904) 493-5500
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 214 |
| AUM (Assets Under Management) | $ 2,262,955,025 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/23/2025 | ||
| 03/06/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
