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CRD#: 146269
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

DEER ISLE CAPITAL, LLC is located at 18 Good Friend Drive, East Hampton, NY 11937 and was first established at Long Island, Delaware in 07/25/2007. After operating for 18 years, DEER ISLE CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of DEER ISLE CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. DEER ISLE CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DEER ISLE CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access DEER ISLE CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at DEER ISLE CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for DEER ISLE CAPITAL, LLC Comes From

Understanding the Statistics for DEER ISLE CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
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Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
18 Good Friend Drive, East Hampton, NY 11937
Mailing Address
18 Good Friend Drive, East Hampton, NY 11937
Firm Size
Small
Phone Number
(212) 488-0555
Established
Delaware since 07/25/2007
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DEER ISLE GROUP, LLC100% OWNER, MEMBER
ALMERINI, LOUIS ACHILLEFINOP1605183
RAEDLE, DIANNA RAABCHIEF EXECUTIVE OFFICER, MANAGING MEMBER
SADZEWICZ, GERY JOSEPHCHIEF COMPLIANCE OFFICER1090963

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Advisor's working at DEER ISLE CAPITAL, LLC

GS

Gery Joseph Sadzewicz

IAR
RR
CRD#: 1090963
Location:
Plainfield, IL
Company:
LAUREATE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
41 years
View Profile
DR

Dianna Raab Raedle

RR
CRD#: 1523194
Location:
East Hampton, NY 11937
Company:
DEER ISLE CAPITAL, LLC
Disclosures:
Experience:
25 years
View Profile
LA

Louis Achille Almerini

Lou Almerini
RR
CRD#: 1605183
Location:
New York, NY 10018
Company:
MEDIOBANCA SECURITIES USA LLC
Disclosures:
Experience:
23 years
View Profile
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