DB
DB

Derrick Bevan

20 Years of Experience
Sandy, UT
Broker

Derrick Bevan is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

200 West Civic Center Drive, Sandy, UT, 84070

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Derrick owns and maintains a rental property since 2019, dedicating minimal time to the business. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
March 2017 - September 2023 · 6 yrs 6 mos
E*trade Securities LLCBroker
March 2017 - September 2023 · 6 yrs 6 mos
Fidelity Brokerage Services LLCBroker
September 2005 - November 2016 · 11 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Derrick Bevan - Financial Advisor | TrueAdvisor