Derek Christopher Fiorenza
Investment adviser representative at Summit Group Retirement Planners, Inc.
16 yearsExperience
2 statesRegistered in
$302.3MFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial, LLCDec 2013 to now
- Summit Group Retirement Planners, Inc.Nov 2013 to now
- The Summit Group Associates, Inc.Jan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Summit Group Retirement Planners, Inc.
$302.3MAssets managed
247Clients
3Advisers
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
- 5825196
- Firm CRD
- 169823