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Lawrence J Derany

Smarter Bear Financial Advisory

Swampscott, MA

Wellesley, MA

CRD 7692869

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Employer firm

Smarter Bear Financial Advisory CRD 325148

$49.9M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Smarter Bear Financial Advisory

Swampscott, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-05-19
  • MA RA
    APPROVED
    Since 2023-05-19

Branch Locations

Swampscott, MA • United States

Wellesley, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tibco Software Inc Palo Alto CA 06/2013 03/2023
Smarter Bear Llc Swampscott MA 03/2023 Present
  • 06/2013 → 03/2023
    Tibco Software Inc
    Palo Alto, CA
  • 03/2023 → Present
    Smarter Bear Llc
    Swampscott, MA
Other Businesses

Management consulting to high tech firms in the area of software and data sciences.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-19
  • S65 Uniform Investment Adviser Law Examination
    2023-01-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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