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Derek Dewitt Robinett

Investment adviser representative at Amicus Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
PFS, CFADesignations
$550.9MFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Amicus Financial Advisors, LLCMar 2021 to now
  2. Cambridge Investment Research Advisors, Inc.Jan 2018 to Feb 2021
  3. Cambridge Investment Research, Inc.Jan 2018 to Feb 2021
  4. UnemployedSep 2017 to Dec 2017
  5. MML Investors ServicesJun 2017 to Sep 2017
  6. Zahir Noormohamed PcJul 2016 to Jan 2017
  7. Basin Wealth Management, LLCJan 2016 to Aug 2017
  8. Hd Vest Advisory ServicesJul 2015 to Jun 2017
  9. Hd Vest Investment ServicesJun 2015 to Jun 2017

Designations

  • PFS
  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2005
  • Series 63 · Uniform Securities Agent State Law2015

State registrations

Registered as an investment adviser representative in 1 state (TX).

Amicus Financial Advisors, LLC

$550.9MAssets managed
748Clients
19Advisers
8 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
4925389
Firm CRD
131315
Advisor's SEC record (opens in a new tab)
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