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Derek Alan Doyle

John G. Ullman & Associates, Inc.

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About Derek Alan Doyle

Derek Alan Doyle is an Investment Advisor Representative with John G. Ullman & Associates, Inc. Derek has been in the financial services industry since 2014. Derek has a Series 65 license and is registered in New York. Derek provides financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses. Derek is also a member of the firm's educational seminars team, where he helps to educate clients on financial topics. John G. Ullman & Associates, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides a variety of financial services, including investment management, financial planning, and retirement planning. John G. Ullman & Associates, Inc. is committed to providing its clients with personalized service and comprehensive financial solutions.

Firm Information

Derek Doyle is currently registered with John G. Ullman & Associates, Inc.. John G. Ullman & Associates, Inc. is an investment advisor based in HORSEHEADS, NY. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They offer educational seminars and manage approximately $1,262,886,094 in assets.
John G. Ullman & Associates, Inc.

343 DANIEL ZENKER DRIVE

HORSEHEADS, NY 14845

$1.26B

Assets Under Management

Not reported

Total Clients

18

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Doyle’s Registration & Firm History

NY

05/07/2024 - Present

John G. Ullman & Associates, Inc. (Rhinebeck NY)

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Licenses & Designations

IA

Issued 05/07/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Alan Doyle.
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