Edward
Deverell

Spc

CRD#1580056
Investment Advisor
in Little Silver, NJ

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About this Advisor

Edward Deverell is a financial advisor based in Little Silver, New Jersey, working with Spc. Edward has previously held positions at Proequities, Inc, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Sigma Financial, and Spc. Edward has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia, New Jersey, New York, Pennsylvania, and Wyoming. Currently, Edward is part of Spc, which operates out of Little Silver, New Jersey. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Little Silver, NJ

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Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

NJ Average: $943,424,332
Total Number of Employees

470

NJ Average: 21
Total Number of Accounts

30,541

NJ Average: 1,586
Average Account Size

$182,147

NJ Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Edward Deverell Work History

2020 - Present (4 years)

Sigma Financial

2020 - Present (4 years)

Spc

2017 - 2020 (3 years)

Guardian Life Insurance Co Of America

2017 - 2020 (3 years)

Park Avenue Securities, LLC

2010 - 2017 (7 years)

Proequities, Inc

Disclosures

Please visit the SEC profile of Edward Deverell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Carlos Dardon
Salt Lake City, UT
Christopher Newbauer
Ann Arbor, MI
Margaret Swiess
Willowbrook, IL
Joseph Mole
Lansing, MI
Cheryl Harwell
Ann Arbor, MI
David Haik
Ann Arbor, MI
Mark Pauwels
Ann Arbor, MI
Adam Kozak
Eastchester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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