Derek Justin Finch
Investment adviser representative at Seaside Wealth Management, Inc.
14 yearsExperience
1 stateRegistered in
$459.3MFirm assets
9 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
- Pension consulting
Experience
14 years in the industry.
- Seaside Wealth Management, Inc.Jan 2026 to now
- Evolve Private Wealth, LLCJan 2025 to Jan 2026
- Sanctuary Advisors, LLCJan 2025 to Apr 2025
- Sanctuary Securities, Inc.Aug 2022 to Apr 2025
- Commonwealth Financial NetworkAug 2020 to Aug 2022
- Quicken Loans, LLCMar 2020 to Aug 2020
- Gravcap BrewingJan 2020 to Nov 2020
- Life Time FitnessAug 2019 to Aug 2020
- Ameriprise Financial, LLCJul 2019 to Mar 2020
- Lakeview Financial ConsultantsDec 2018 to Jul 2019
- Clarkston Roofing ProfessionalsJan 2018 to Apr 2019
- Independent Financial GroupMay 2012 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seaside Wealth Management, Inc.
$459.3MAssets managed
380Clients
7Advisers
9 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
- 4895591
- Firm CRD
- 271039