Ciara Deane is a registered investment advisor, based in Philadelphia, PA, with 27 years of industry experience.
Location
1845 Walnut St, Fl 15, Philadelphia, PA, 19103
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
April 2024 - Present · 2 yrs 1 mo
Truist Investment Services, INC.
April 2024 - Present · 2 yrs 1 mo
Truist Investment Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Citi Private Alternatives, LLCBroker
March 2017 - April 2024 · 7 yrs 1 mo
Citigroup Global Markets INC.
March 2015 - April 2024 · 9 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2005 - April 2024 · 19 yrs
Credit Suisse First Boston LLCBroker
October 1999 - October 2004 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1997 - March 1999 · 2 yrs 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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.