Derek Houston St. clair
Investment adviser representative at Forefront
17 yearsExperience
2 statesRegistered in
$239.8MFirm assets
2 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- ForefrontJan 2026 to now
- Forefront Wealth Partners, LLCJan 2026 to now
- Equitable Advisors, LLCOct 2023 to Dec 2025
- Pruco Securities, LLC.Apr 2009 to Oct 2023
- Prudential Insurance Company of AmericaApr 2009 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (SC, VA).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 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
- 5663891
- Firm CRD
- 308521