Timothy Deery has been Member & Chief Compliance Officer of Adare Asset Management since November 2009, is a control person of the firm and directly owns 75% or more of it.
Adare Asset Management, LLC is a Lancaster, PA firm with $159M under management, 81 clients and 1 adviser in one office, as of its February 2026 filing.
Timothy Deery’s longest registration is the current one, 16 years at Adare Asset Management since 2009. Before joining Adare Asset Management in 2009, Timothy Deery was registered through Dearden, Maguire, Weaver & Barrett, LLC and Security Capital Management.
- Adare Asset Management, LLCCurrent– present · 16 yearsLancaster, PA · Adviser representative · Firm CRD 152471
- Dearden, Maguire, Weaver & Barrett, LLC– · under a yearWest Conshohocken, PA · Adviser representative · Firm CRD 111478
- Security Capital Management– · 1 yearLancaster, PA · Adviser representative · Firm CRD 396
Investment adviser representative registrations
Timothy Deery is registered as an investment adviser representative in Pennsylvania, since December 2009.
- PennsylvaniaSince 9 December 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 February 1994 |
| Series 7 | General Securities Representative Examination | 8 February 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Neil Deery
- CRD
- 2417070
- Firm
- Adare Asset Management · CRD 152471
- Role
- Member & Chief Compliance Officer
- Office
- 1853 WILLIAM PENN WAY, SUITE 14, Lancaster, PA 17601
- Registration
- Investment adviser registration
- In the industry since
- September 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Deery work?
Timothy Deery has been Member & Chief Compliance Officer of Adare Asset Management, LLC since November 2009, and is a control person of the firm.
Is Timothy Deery a financial advisor?
Yes. Timothy Deery has a current investment-adviser registration in Pennsylvania, through Adare Asset Management since December 2009.
How many years of experience does Timothy Deery have?
Timothy Deery has 19 years in the financial industry, since September 2007, across 3 adviser firms.
What exams has Timothy Deery passed?
Timothy Deery has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 1994.
Where did Timothy Deery work before Adare Asset Management?
Before Adare Asset Management, Timothy Deery was registered through Dearden, Maguire, Weaver & Barrett, LLC, December 2008 to December 2009; Security Capital Management, October 2006 to February 2008.
Where is Timothy Deery based?
Timothy Deery’s registered office is in Lancaster, PA.
Is Timothy Deery registered with FINRA?
No. Timothy Deery has no current broker registration.
How can I verify Timothy Deery’s record?
Search CRD 2417070 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Deery’s full registration record.