GD
GD

Greg Derderian

11 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
45 clients
Average Client Portfolio
$31K average
Assets Under Management
$1.4M
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Location

1422 S Tryon Street, Ste 300, Charlotte, NC, 28203

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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.

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Other Business Activities

Greg works as a senior recruiter for Talent Retriever LLC, a talent acquisition firm. This activity is not investment-related and takes about 10-20% of his time.

Employment History
Current Registrations
Capitalwize, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Strategic Advisers LLC
August 2010 - June 2018 · 7 yrs 10 mos
Fidelity Brokerage Services LLCBroker
November 2007 - May 2018 · 10 yrs 6 mos
State Registrations2 states
GANC
Advisor
Exams
No exam information available for this advisor.