Derek Podolak (CRD# 4316217) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 23 years of experience in the finance industry.
CRD# 5209174
Ameriprise Financial Services, LLC
CRD# 2897121
Citigroup Global Markets Inc.
CRD# 2380973
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Cannonsburg, PA | Jul 2017 - Current | 6 |
| Citizens Bank | Pittsburgh, PA | May 2002 - Jul 2017 | 15 |
| Citizens Investment Services Corp. | Pittsburgh, PA | May 2002 - Jul 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management4,004MILLIONS
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Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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