Derek Chalfant
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Derek Chalfant? 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 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
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Investment Advisers LLCJul 2024 to now
- Cetera Advisors LLCJun 2024 to now
- Cetera Financial Specialist LLCJun 2024 to now
- Cetera Investment Advisors LLCJun 2024 to now
- Cetera Investment Services LLCJun 2024 to now
- Cetera Wealth Services, LLCJun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Jun 2024
- LPL FinancialJan 2010 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5418068
- Firm CRD
- 105644