Louis Derito, financial advisor Feasterville-Trevose PA
93 score

Louis Derito

CRD Number: 3132264
Current Firm: H.d. Vest Advisory Services, Inc.

Louis Derito (CRD# 3132264) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Feasterville-Trevose, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Feasterville, PA Sep 1998 - Current 18
Mckay Derito & Co Feasterville, PA Jan 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Louis P. Derito
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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