Derek Chipoletti
Derek Chipoletti is a registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville, FL, with 10 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
Firm Size
IM Fee
Assets Under Management
Location
10199 Southside Blvd, Building One Suite 200, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Derek is an agent/broker for multiple fixed insurance sales companies, including Capital Financial Strategies, Colonial Life, Principal Employee Benefits, and United Health Care. He also volunteers as a football coach for Clay County School Board, dedicating about 15 hours per week to teaching football and life skills.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations12 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.