Cynthia Marshall Derso
Investment adviser representative at Proactive Wealth Strategies, LLC
15 yearsExperience
1 stateRegistered in
$315.8MFirm assets
4 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Proactive Wealth Strategies, LLCMar 2022 to now
- LPL Financial LLCFeb 2018 to now
- Invest Financial CorpMay 2011 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (GA).
Proactive Wealth Strategies, LLC
$315.8MAssets managed
442Clients
5Advisers
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
- 4146436
- Firm CRD
- 318872