Smarter Bear Financial Advisory

Smarter Bear Financial Advisory (CRD# 325148) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Smarter Bear Financial Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence Derany, financial advisor Wellesley MA
Lawrence J. Derany
CRD#: 7692869
Wellesley, MA

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, financial advisor Swampscott MA
Duncan G. Perry
CRD#: 7692731
Swampscott, MA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals