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Derek Heuler

14 Years of Experience
Pittsburgh, PA
Broker

Derek Heuler is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 14 years of industry experience. Derek 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

626 Washington Place, Pittsburgh, PA, 15219

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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

Derek works as a wealth advisor for First National Trust Company and FNB Investment Advisors Inc. He does not make investment decisions, participate in the execution of transactions, or recommend specific investment portfolios.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2021 - Present · 5 yrs 4 mos
Cetera Investment Services LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Federated Global Investment Management CORP.
January 2011 - October 2018 · 7 yrs 9 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2011 - October 2018 · 7 yrs 9 mos
Federated Investment Counseling
September 2010 - October 2018 · 8 yrs 1 mo
Federated Securities CORP.
September 2010 - October 2018 · 8 yrs 1 mo
Federated Securities CORP.Broker
April 2009 - October 2018 · 9 yrs 6 mos
State Registrations1 state
PA
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.