AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
DC

Derek Carl Unice

Utah·CRD #6394718
Dual-registered

Dual-registered at KEELER THOMAS MANAGEMENT LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Derek Carson Dalton

Ohio·CRD #7099184
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Derek Chase Liberti

Massachusetts·CRD #8069164
IA Rep

Investment Adviser Rep at WEALTH EFFECTS

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM
View profile
DC

Derek Christopher Ashcraft

Florida·CRD #2393232
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
30 yrs
States
3
Exams
6
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Derek Christopher Deangelis

New Hampshire·CRD #4281585
Dual-registered

Dual-registered at APEX WEALTH MANAGEMENT, LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Fee
AUM / Flat Fee
Minimum
$500k
View profile
DC

Derek Christopher Fiorenza

Pennsylvania·CRD #5825196
Dual-registered

Dual-registered at SUMMIT GROUP RETIREMENT PLANNERS, INC.

Experience
15 yrs
States
2
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Derek Clark

Maine·CRD #5837153
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Derek Curtis Grimmer

Indiana·CRD #7154422
IA Rep

Investment Adviser Rep at HURLOW WEALTH MANAGEMENT GROUP, INC.

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
DD

Derek D Christian

Illinois·CRD #1874637
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Derek Declan Dimond Stross

Florida·CRD #7652201
IA Rep

Investment Adviser Rep at CORE WEALTH ADVISORS, INC.

Experience
4 yrs
States
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
DD

Derek Demar Bohne

Texas·CRD #2361907
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
2
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DD

Derek Dennis Middleton

Michigan·CRD #2276730
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
34 yrs
States
1
Exams
3
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DD

Derek Derosa

New York·CRD #4938924
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Derek D. Finney

Pennsylvania·CRD #6665537
Dual-registered

Dual-registered at HOFFMAN CAPITAL ADVISORS LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Hourly / Flat Fee
View profile
DD

Derek Donald Hayes

Nevada·CRD #4815874
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
20 yrs
States
2
Exams
4
Since
2006
Fee
AUM / Other
View profile
DD

Derek Donnarumma

New York·CRD #6629976
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DD

Derek Duane Lewis

California·CRD #6117259
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Derek Edwin Holdredge

Oregon·CRD #5601407
Dual-registered

Dual-registered at BLACK DIAMOND FINANCIAL, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
DE

Derek E. Mahoney

Connecticut·CRD #4829005
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Derek E Nolan

New Jersey·CRD #2928596
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
27 yrs
States
3
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Derek Eugene Petrella

Pennsylvania·CRD #6242721
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM
Minimum
$100k
View profile
DE

Derek E Wolford

Florida·CRD #7200708
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
DE

Derek Ezra Tanuvasa

Utah·CRD #6964034
Dual-registered

Dual-registered at SOLTIS INVESTMENT ADVISORS, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
DF

Derek Frank Binstock

North Dakota·CRD #6590131
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisors - Page 935 | AdvisorFinder