Derek Frank Binstock
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
11 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- American Portfolios Advisors Inc.May 2019 to Oct 2024
- American Portfolios Financial ServicesMay 2019 to Oct 2024
- American InsuranceJan 2018 to May 2019
- LPL Financial LLCNov 2017 to Dec 2017
- Gilchrist & Fettig FinancialDec 2015 to Dec 2017
- Investment Centers of AmericaDec 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (ND).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6590131
- Firm CRD
- 23131