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Derrick Handwerk

19 Years of Experience
Lansdale, PA
Broker

Derrick Handwerk is a registered investment advisor at Cetera Investment Advisers LLC, based in Lansdale, PA, with 19 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Lansdale, PA

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Derrick owns rental properties (PoconosGetaways) and Handwerk Consulting, a business consulting firm. He also owns Handwerk Multi-Family Office, providing tax planning, risk management, and real estate advice, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
November 2013 - March 2024 · 10 yrs 4 mos
First Allied Advisory Services, INC.
July 2012 - December 2013 · 1 yr 5 mos
First Allied Securities, INC.Broker
September 2008 - December 2013 · 5 yrs 3 mos
First Allied Securities, INC.
September 2008 - July 2012 · 3 yrs 10 mos
Cadaret Grant & CO INC
January 2007 - September 2008 · 1 yr 8 mos
Cadaret, Grant & CO., INC.Broker
December 2006 - September 2008 · 1 yr 9 mos
H. Beck, INC.
June 2006 - December 2006 · 6 mos
H. Beck, INC.Broker
May 2006 - December 2006 · 7 mos
State Registrations8 states
ILMANCNYOHPATXVA
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 Handwerk - Financial Advisor | TrueAdvisor