Derek Bilcik, financial advisor Pennington NJ

Derek Bilcik

CRD Number: 5074226
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Derek Bilcik (CRD# 5074226) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Pierce Fenner & Smith Pennington, NJ Apr 2017 - Current 6
Ceros Financial Services, Inc. Hamilton, NJ Aug 2016 - Apr 2017 < 1
Critical Math Advisors, LLC Hamilton, NJ Jan 2006 - Mar 2017 11
The Investment Center, Inc. Hamilton, NJ Jun 2007 - Aug 2016 9
Financial Planning Analysts, Inc. Hamilton, NJ Feb 1996 - Nov 2015 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Derek S. Bilcik
Phone Number: 800-637-7455
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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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