Derek Moises Robertson
Investment adviser representative at Integrated Investment Strategies,inc.
19 yearsExperience
1 stateRegistered in
$104.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Integrated Investment Strategies, Inc.Jul 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Securities America AdvisorsJan 2021 to Jun 2024
- Securities America, IncSep 2017 to Jun 2024
- Integrated Investment Strategies, Inc.Aug 2008 to Feb 2019
- Money Concepts Capital CorpMar 2007 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (IN).
Integrated Investment Strategies,inc.
$104.5MAssets managed
156Clients
2Advisers
Under 1 yearIn 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
- 2827108
- Firm CRD
- 122706