Amy Deer, financial advisor Burlington MA

Amy Deer

CRD Number: 6976843
Current Firm: Commonwealth Financial Network

Amy Deer (CRD# 6976843) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Axial Benefits Group Burlington, MA Jan 2021 - Current 2
Commonwealth Financial Network Waltham, MA Nov 2019 - Current 3
The Kraematon Group Wellesley And Burlington, MA Jun 2018 - Dec 2020 2
Allie Munroe Coconut Grove, FL Feb 2018 - Jun 2018 < 1
Dance Now Miami Miami, FL Sep 2013 - Jun 2018 4
John Leonard Boston, MA Oct 2017 - Feb 2018 < 1
Allie Munroe Coconut Grove, FL Sep 2017 - Oct 2017 < 1
John Leonard Boston, MA Jun 2017 - Sep 2017 < 1
Allie Munroe Coconut Grove, FL Oct 2016 - Jun 2017 < 1
John Leonard Boston, MA Jul 2016 - Oct 2016 < 1
Complete Staffing Solutions Marlborough, MA Jun 2015 - Jul 2016 1
Inner City Children Dance Company Miami, FL Aug 2014 - Jun 2015 < 1
Boston Ballet Newton, MA Jun 2014 - Aug 2014 < 1
Cherubino Health Center Southborough, MA Feb 2013 - Sep 2013 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Amy E. Deer
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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