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Derek John Gaertner

EAM GLOBAL INVESTORS LLC·SOLANA BEACH, California
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215 HIGHWAY 101, SOLANA BEACH, CA 92075CRD# 5073232Firm CRD# 170870
01

About

Derek John Gaertner is a registered financial advisor based in SOLANA BEACH, California, affiliated with EAM GLOBAL INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EAM GLOBAL INVESTORS LLC
EAM GLOBAL INVESTORS LLC
AUM
$1.4B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at EAM GLOBAL INVESTORS LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5073232
Firm CRD# 170870
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek John Gaertner offer?
Derek John Gaertner specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SOLANA BEACH, California for a consultation.
What are Derek John Gaertner's credentials?
Derek John Gaertner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek John Gaertner located?
Derek John Gaertner is based in SOLANA BEACH, California, working with EAM GLOBAL INVESTORS LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Derek John Gaertner charge for services?
Derek John Gaertner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAM GLOBAL INVESTORS LLC?
EAM GLOBAL INVESTORS LLC has approximately 21 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOLANA BEACH
Andrew Yorisato Wasa — FOCUS INVESTMENT ADVISORS, INCHenry Joseph Ferry — FOCUS INVESTMENT ADVISORS, INCLee Alfred Tripodi — LAUREL WEALTH ADVISORS, INC.Linda Kaye Kitchens — HOKANSON ASSOCIATES, INC.Gregory Serras — VANGUARD CAPITAL
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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