Derek James Ivey

2 Years of Experience

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management

Trpc Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

632 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$100K

Location

10 Talcott Notch Road, 2nd Floor, Farmington, CT, 06032

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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.

Employment History

Current Registrations

Daybright Advisory Services, INC.

July 2025 - Present · 7 mos

Pasi Investments, LLC

March 2023 - Present · 2 yrs 11 mos

State Registrations2 states

CTNY

Advisor

Exams

No exam information available for this advisor.