Derek Robert Stone
Investment adviser representative at Heritage Investors Management Corp
44 yearsExperience
2 statesRegistered in
CFADesignation
$4.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
44 years in the industry.
- Heritage Investors Management CorporationJul 1982 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Heritage Investors Management Corp
$4.6BAssets managed
762Clients
9Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1783956
- Firm CRD
- 110420