Unclaimed Profile

Derek Robert Stone

HERITAGE INVESTORS MANAGEMENT CORP·BETHESDA, Maryland

Series 65Clean record35 years registeredHERITAGE INVESTORS MANAGEMENT CORP

7101 WISCONSIN AVENUE, BETHESDA, MD 20814-4878CRD# 1783956Firm CRD# 110420

Profile Verification

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

Identity

Derek Robert Stone · BETHESDA, MD

Registration

CRD #1783956 · HERITAGE INVESTORS MANAGEMENT CORP · 35 years registered

Brand Profile

Not yet started

Career History

HERITAGE INVESTORS MANAGEMENT CORP

Oct 1990 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 19, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE INVESTORS MANAGEMENT CORP

CRD 110420 · SEC 801-10612

AUM

$3.7B

Regulatory assets under management

Employees

1,391 client accounts

Services offered by HERITAGE INVESTORS MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE INVESTORS MANAGEMENT CORP →

Introduction

Speak with Derek

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Derek is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BETHESDA?

Browse all registered financial advisors in BETHESDA, Maryland or claim this profile if it's yours.

Browse BETHESDA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Derek Robert Stone offer?

Derek Robert Stone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Derek Robert Stone's credentials?

Derek Robert Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Robert Stone located?

Derek Robert Stone is based in BETHESDA, Maryland, working with HERITAGE INVESTORS MANAGEMENT CORP. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Derek Robert Stone charge for services?

Derek Robert Stone'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 HERITAGE INVESTORS MANAGEMENT CORP?

HERITAGE INVESTORS MANAGEMENT CORP has approximately 20 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →