Smarter Bear Financial Advisory
Smarter Bear Financial Advisory (CRD# 325148) is a financial advisory firm headquartered in , . They manage $822,926 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Smarter Bear Financial Advisory
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts14ACCOUNTS
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Average Account Value$58,780
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Smarter Bear Financial Advisory
1
Lawrence Derany (CRD# 7692869) is an Investment Advisor Representative working at Smarter Bear Financial Advisory in Wellesley, MA and has 1 year of experience in the finance industry.
2
Duncan Perry (CRD# 7692731) is an Investment Advisor Representative working at Smarter Bear Financial Advisory in Swampscott, MA and has 1 year of experience in the finance industry.
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