Derby And Company Inc.

Derby And Company Inc. (CRD# 106924) is a financial advisory firm headquartered in Newton Center, MA. They manage $488,243,678 in 871 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    488
    MILLION
  • Total Number of Accounts
    871
    ACCOUNTS
  • Average Account Value
    $560,555
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, MA, ME, NH, NY

Financial Advisors at Derby And Company Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Allison M. Vicentini
CRD#: 4046693
7 Wells Avenue, Newton Center, MA 02459
103
Wealthminder
score
Allison Vicentini (CRD# 4046693) is an Investment Advisor Representative working at Derby And Company Inc. in Newton Center, MA and has over 16 years of experience in the finance industry. Allison Vicentini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Rachel M. Zibrak
CRD#: 3099572
7 Wells Avenue, Newton Center, MA 02459
100
Wealthminder
score

Rachel Zibrak (CRD# 3099572) is an Investment Advisor Representative working at Derby And Company Inc. in Newton Center, MA and has over 15 years of experience in the finance industry.

3
Jonathan J. Derby
CRD#: 1542458
7 Wells Avenue, Newton, MA 02159
87
Wealthminder
score

Jonathan Derby (CRD# 1542458) is an Investment Advisor Representative working at Derby And Company Inc. in Newton, MA and has 1 year of experience in the finance industry.

4
Mark A. Derby
CRD#: 4347091
7 Wells Road, Newton, MA 02159
87
Wealthminder
score

Mark Derby (CRD# 4347091) is an Investment Advisor Representative working at Derby And Company Inc. in Newton, MA and has 1 year of experience in the finance industry.

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