Jeffrey Deuel is a registered investment advisor at Supreme Alliance LLC, based in Charlotte, NC, with 30 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers managed account programs where clients pay a single fee for portfolio management services. The fees are calculated quarterly. SALLC representatives customize investment portfolios based on the client's risk tolerance and investment objectives. SALLC has full discretion over client accounts, but clients can limit this authority in writing. The minimum initial investment is $25,000.
Location
Charlotte, NC
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Regulatory History (22)
Judgment / Lien
November 2025Judgment / Lien
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October 2024Regulatory
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August 1994Other Business Activities
Jeffrey is involved in several business activities, including Crimson Bear Roasting (a coffee roasting retail/wholesale business), sales at West Marine (taking about a third of his time), and The Deuel Group (financial services, full-time). The Deuel Group is considered business-related and involves financial services.
Employment History
Current Registrations
Supreme Alliance LLC
Supreme Alliance LLC
Supreme Alliance LLCBroker
Previous Registrations
Infinity Financial Services
Infinity Financial ServicesBroker
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.