Amy Elizabeth Deer

Employer firm

Accelerate Retirement CRD 325859

$315M regulatory AUM 562 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 12/2020
  The Kraematon Group
  Wellesley And Burlington, MA
• 09/2013 → 06/2018
  Dance Now Miami
  Miami, FL
• 02/2018 → 06/2018
  Allie Munroe
  Coconut Grove, FL
• 10/2017 → 02/2018
  John Leonard
  Boston, MA
• 09/2017 → 10/2017
  Allie Munroe
  Coconut Grove, FL
• 06/2017 → 09/2017
  John Leonard
  Boston, MA
• 10/2016 → 06/2017
  Allie Munroe
  Coconut Grove, FL
• 07/2016 → 10/2016
  John Leonard
  Boston, MA
• 11/2018 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2018 → 04/2024
  Axial Benefits Group
  Burlington, MA
• 04/2024 → Present
  Alkeme Financial Services Llc
  Burlington, MA
• 10/2025 → Present
  Accelerate Investment Advisors
  Aliso Viejo, CA

Previous Registrations

• 2019-11-21 → 2025-10-03
  Commonwealth Financial Network
  Burlington, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-08