Derek Matthew Schug
Investment adviser representative at Kestra Investment Management, LLC.
12 yearsExperience
1 stateRegistered in
CFADesignation
$4.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Kestra Investment Management, LLC.Jan 2022 to now
- UnemployedApr 2021 to Dec 2021
- Alphasimplex Group, LLCDec 2014 to Mar 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Investment Management, LLC.
$4.3BAssets managed
4Clients
9Advisers
4 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
- 2285430
- Firm CRD
- 317711