Unclaimed Profile

Derek Clifford Myron

CCG WEALTH MANAGEMENT, LLC·SAN DIEGO, California

Series 6, Series 7, Series 24, Series 63, Series 65CFP25 years registeredCCG WEALTH MANAGEMENT, LLC

12255 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 3125998Firm CRD# 296985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Clifford Myron · SAN DIEGO, CA

Registration

CRD #3125998 · CCG WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CENTURA WEALTH ADVISORY

Jun 2018 – present

DANIEL WEALTH ADVISORS

Mar 2018 – Nov 2018

San Diego, CA

DANIEL WEALTH ADVISORS

Mar 2015 – Dec 2017

SAN DIEGO, CA

CENTARA CAPITAL MANAGEMENT GROUP, INC.

Jul 2002 – Jun 2014

SAN DIEGO, CA

FINANCIAL WEST INVESTMENT GROUP, INC.

Apr 2001 – Aug 2004

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 12, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2011Customer Dispute·Settled

2010Customer Dispute·Closed-No Action

2000Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CCG WEALTH MANAGEMENT, LLC

CRD 296985 · SEC 801-113284

AUM

$643M

Regulatory assets under management

Employees

1,425 client accounts

Services offered by CCG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCG WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Derek Clifford Myron offer?

Derek Clifford Myron specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Derek Clifford Myron's credentials?

Derek Clifford Myron holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Derek Clifford Myron located?

Derek Clifford Myron is based in SAN DIEGO, California, working with CCG WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Derek Clifford Myron charge for services?

Derek Clifford Myron's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCG WEALTH MANAGEMENT, LLC?

CCG WEALTH MANAGEMENT, LLC has approximately 39 employees and manages $643M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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