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Craig Bryan Deery

THE Leaders Group, Inc.

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About Craig Bryan Deery

Craig Bryan Deery is a financial advisor with The Leaders Group, Inc. in Littleton, Colorado. Craig has been in the financial industry for over 38 years and holds a Series 7, Series 5, and Series 63 licenses. Craig has been registered in Pennsylvania since January 3, 2020. Craig has a strong history of experience with multiple financial institutions. Some of his past roles include positions with BLUEROCK CAPITAL MARKETS LLC, INFINEX INVESTMENTS, INC., SEI INVESTMENTS DISTRIBUTION CO., JOHN HANCOCK DISTRIBUTORS LLC, SIGNATOR INVESTORS, INC., JOHN HANCOCK FUNDS, INC., PENN SECURITIES, INC., MFS FUND DISTRIBUTORS, INC., INDEPENDENT FINANCIAL SECURITIES, INC., MERIDIAN SECURITIES, INC., JANNEY MONTGOMERY SCOTT INC., LEGG MASON WOOD WALKER, INCORPORATED, MOSELEY SECURITIES CORPORATION, SHEARSON LEHMAN BROTHERS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Craig Deery is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Craig Deery’s Registration & Firm History

CO

01/03/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NY

11/01/2016 - 01/28/2020

BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)

CT

11/21/2014 - 10/21/2016

INFINEX INVESTMENTS, INC. (MERIDEN CT)

PA

12/21/2010 - 10/03/2014

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

MA

01/30/2007 - 11/02/2010

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

PA

01/23/2004 - 01/11/2007

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

MA

01/01/2002 - 09/19/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

08/08/2000 - 01/01/2002

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

PA

08/24/1999 - 06/02/2000

PENN SECURITIES, INC. (WYOMISSING PA)

MA

03/25/1996 - 03/03/1999

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

NA

03/08/1993 - 02/01/1996

INDEPENDENT FINANCIAL SECURITIES, INC.

NA

02/21/1991 - 02/08/1993

MERIDIAN SECURITIES, INC.

PA

10/11/1988 - 03/20/1991

JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)

NA

04/06/1988 - 10/06/1988

LEGG MASON WOOD WALKER, INCORPORATED

NA

01/13/1988 - 02/27/1988

MOSELEY SECURITIES CORPORATION

NA

09/06/1984 - 11/25/1987

SHEARSON LEHMAN BROTHERS INC.

NA

09/20/1983 - 08/28/1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

12/11/1981 - 11/04/1983

SHEARSON/AMERICAN EXPRESS INC.

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Licenses & Designations

BC

Issued 12/02/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

BC

Issued 10/17/1981

Series 5 - Interest Rate Options Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Bryan Deery.
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