Derek Featherston, financial advisor Valley Forge PA

Derek Featherston

CRD Number: 2925236
Current Firm: Vanguard Advisers, Inc.

Derek Featherston (CRD# 2925236) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Valley Forge, PA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Charlotte, NC Jul 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Derek B. Featherston
Phone Number: 610-669-1000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    299,192
    MILLIONS
  • Total Number of Accounts
    634,470
    ACCOUNTS
  • Average Account Value
    $471,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • 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, VI, VT, WA, WI, WV, WY

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