DV
DV

Dwayne Verley

4 Years of Experience
New York, NY

Dwayne Verley is a registered investment advisor at Dwayne Anthony Verley, CPA, based in New York, NY, with 4 years of industry experience. Dwayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1 clients.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None

Dwayne Verley, CPA offers free investment advice and does not manage client assets. There are no fees for any investment advisory services.

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Location

66-72 St. Nicholas Ave, 6B, New York, NY, 10026

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dwayne Anthony Verley, CPA
November 2021 - Present · 4 yrs 6 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.