Derek Giacomazzi
Derek Giacomazzi is a registered investment advisor at Equitable Advisors, LLC, based in Woodland Hills, CA, with 32 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
6300 Canoga Avenue, Suite 1600, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2010Customer Dispute
January 2007Criminal
September 1981Criminal
April 1981Other Business Activities
Derek has several outside business activities, including an outside fixed business, board member for callonjesus.com, advisory team member for Eternity Sports Advisory Team, and trustee for an immediate family living trust. These activities are not investment-related.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
The Equitable Life Assurance Society of the United StatesBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.