Derek Montanye
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
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
11 years in the industry.
- Focus Partners Wealth, LLCSep 2026 to now
- Networth AdvisorsMay 2026 to Jul 2026
- Thrivent FinancialNov 2024 to May 2026
- Thrivent Investment Management IncNov 2024 to May 2026
- J.P. Morgan Securities LLCJun 2024 to Nov 2024
- JPMorgan Chase Bank, N.A.Jun 2024 to Nov 2024
- Morgan StanleyOct 2023 to Apr 2024
- Goldman Sachs & Co. LLCJan 2021 to Oct 2023
- The Ayco Company, L.P.Jan 2018 to Oct 2023
- Mercer Allied Company, L.P.Jan 2018 to Jan 2021
- That 80s Band LLCMay 2017 to Nov 2024
- TD Bank, N.A.Apr 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 6378529
- Firm CRD
- 159289