Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Helena Rados-Derr, financial advisor Indiana PA
89 score

Helena Rados-Derr

CRD Number: 6268463
Current Firm: Stewart Capital Advisors, LLC

Helena Rados-Derr (CRD# 6268463) is an Investment Advisor Representative working at Stewart Capital Advisors, LLC in Indiana, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Stewart Capital Advisors LLC Indiana, PA Dec 2007 - Current 8
S&t Bank Wealth Management Group Indiana, PA Mar 2005 - Dec 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Helena Rados-Derr
Phone Number: 724-465-3458
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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

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