St. Marie Financial Advisors, LLC

St. Marie Financial Advisors, LLC (CRD# 168425) is a financial advisory firm headquartered in Brevard, NC. They manage $6,454,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $126,549
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at St. Marie Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dean R. St. Marie
CRD#: 2029154
100 Elks Club Road, Brevard, NC 28712
86
Wealthminder
score

Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at St. Marie Financial Advisors, LLC in Brevard, NC and has over 19 years of experience in the finance industry. Dean St. Marie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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