Dwayne Anthony Verley, Cpa

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
310131
Fee structure
Other
Services
Educational Seminars / Workshops

Firm profile

FINTRX

Overview

Dwayne Anthony Verley, CPA operates a sole proprietorship focused on serving individual and family clients. The firm’s primary business activity is accounting, and it also offers educational seminars and workshops as part of its advisory-related offerings. The adviser is classified as an unclassified, individual-owned practice and does not function as a capital allocator or a multi-state registered adviser. Fee arrangements are recorded as “other” rather than a standard AUM or commission schedule. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Dwayne Verley

    Dwayne Verley

    CRD 1775261

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
6672 Saint Nicholas Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth