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Derek Eddy

16 Years of Experience
Williston, VT
Broker

Derek Eddy is a registered investment advisor, based in Williston, VT, with 16 years of industry experience.

Location

33 Blair Park Road, Suite 100, Williston, VT, 05495

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derek works as a Research Coordinator for Silverlake Wealth Management, dedicating about half of his time to providing research assistance. He is also a Registered Agent for Sunday Studio VT LLC, a salon, and an owner of E & M Realty Corp, spending minimal time on each.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2020 - Present · 6 yrs
Silverlake Wealth Management LLC
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Silverlake Wealth Management LLC
December 2012 - December 2016 · 4 yrs
LPL Financial LLCBroker
December 2012 - April 2020 · 7 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
December 2009 - December 2012 · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
July 2009 - December 2012 · 3 yrs 5 mos
State Registrations1 state
VT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.