Derek Holstein, financial advisor Tampa FL

Derek Holstein

CRD Number: 7005830
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Derek Holstein (CRD# 7005830) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Seffner, FL Mar 2022 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seffner, FL Aug 2018 - Current 5
Florida State University Tallahassee, FL Aug 2014 - Aug 2018 4
Dublin Jerome High School Dublin, OH Aug 2010 - Aug 2014 4
Walgreens Dublin, OH Aug 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2021
Contact Info for Derek Holstein
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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