Derek Brandt Levee
Investment adviser representative at Ria Wealth Advisors, LLC
18 yearsExperience
1 stateRegistered in
$126.5MFirm assets
5 yearsFirm in business
Are you Derek Brandt Levee? Claim your profile
Contact this firm
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
18 years in the industry.
- Arkadios CapitalApr 2025 to now
- Diversify Advisory ServicesFeb 2025 to now
- Ria Wealth Advisors, LLCMar 2023 to now
- Animas Capital ManagementJan 2015 to now
- Vineyard Asset MangementJan 2015 to now
- Advanced Capital ManagementJan 2008 to now
- Advanced Wealth StrategiesJan 2008 to now
- Ria AdvisorsJan 2020 to Jun 2023
- Dfpg Investments LLCJul 2015 to Apr 2025
- Integrated Advisors NetworkJul 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ria Wealth Advisors, LLC
$126.5MAssets managed
241Clients
3Advisers
5 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
- 4121563
- Firm CRD
- 312072