Derek Eddy, financial advisor Williston VT

Derek Eddy

CRD Number: 5648908
Current Firm: Silverlake Wealth Management LLC

Derek Eddy (CRD# 5648908) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 14 years of experience in the finance industry.

Similar Advisors
Kyle Abrahamovich, financial advisor Williston VT
Kyle T. Abrahamovich
CRD# 4736078
Poulos Advisors, Inc.
Similar Advisors
Mark Aridgides, financial advisor Williston VT
Mark D. Aridgides
CRD# 4216957
Kestra Advisory Services, LLC
Similar Advisors
Hans Asoera, financial advisor Williston VT
Hans O. Asoera
CRD# 1978980
Raymond James & Associates, Inc.
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2020 - Current 3
Silverlake Wealth Management, LLC Williston, VT Mar 2009 - Current 15
Lpl Financial, LLC Williston, VT Dec 2012 - Feb 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Derek G. Eddy
Phone Number: (802) 857-5083
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    486
    MILLIONS
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $801,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

CA, CO, CT, FL, MA, NC, NH, NJ, NY, TX, VA, VT

Ready to hire a financial advisor? Get competitive proposals from Derek Eddy and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.