AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DM

Deidre S. Mcclurg

STOKEN ASSET MANAGEMENT
Highland Park, IL
Some features on this profile are disabled
CRD#: 5437723
DM

Professional summary

Deidre Stoken Mcclurg, who also goes by Deidre Abra Stoken, is a registered financial advisor currently at STOKEN ASSET MANAGEMENT LLC located in Highland Park, Illinois.

Deidre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Deidre has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Deidre Abra Stoken

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) - RIA

Click below to view Deidre Stoken Mcclurg'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

May 24, 2013 - Present

STOKEN ASSET MANAGEMENT LLC

RIA
CRD#: 167515
Highland Park, IL
Past

November 14, 2007 - February 21, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
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
Illinois
(5/24/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/15/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/14/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2007
General Securities Representative Examination

Current Firm

SA
STOKEN ASSET MANAGEMENT LLC
DEIDRE STOKEN ASSET MANAGEMENT | STOKEN ASSET MANAGEMENT LLC

CRD#: 167515 / SEC#:

Illinois
Registered Investment Advisory firm - (5/24/2013 Approved)
New York
Registered Investment Advisory firm - (7/2/2019 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Winnetka, IL
Mailing Address
Phone number
(818) 692-0539
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts25
AUM (Assets Under Management)$ 4,820,000

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

STOKEN ASSET MANAGEMENT LLC

CRD#: 167515Highland Park, IL

TRUST BUT VERIFY

Monitor Deidre Mcclurg

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.