Derek Tyghe Carstens
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
11 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Cw AdvisorsMay 2025 to Aug 2025
- Wolf Group Capital AdvisorsJun 2024 to May 2025
- UnemployedApr 2024 to May 2024
- CitigroupMay 2022 to Mar 2024
- BMONov 2019 to Apr 2022
- University of EdinburghJun 2018 to Oct 2019
- AbsaMay 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7205537
- Firm CRD
- 104555