Brian Sumner Deely
Professional Summary
Brian Sumner Deely is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Silverdale, Washington. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brian has worked at 3 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
Contact Information
Main Address
9361 Bayshore Drive Nw, Silverdale, WA 98383Phone Number
(360) 308-8239# of Employees
91SEC notice filing (32 States and Territories)
Registered to provide investment advisory services in 32 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
9,428AUM (Assets Under Management)
$1,859,317,368Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
State Registrations and Notice Filings
(9/21/2017)
(9/22/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Sumner Deely's CRS (Customer Relationship Summary).
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