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Derek Michael Strocher

CALVERT IMPACT ADVISORY SERVICES, LLC·BETHESDA, Maryland
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7550 WISCONSIN AVENUE, 8TH FLOOR, BETHESDA, MD 20814CRD# 7795965Firm CRD# 326022
01

About

Derek Michael Strocher is a registered financial advisor based in BETHESDA, Maryland, affiliated with CALVERT IMPACT ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CALVERT IMPACT ADVISORY SERVICES, LLC
CALVERT IMPACT ADVISORY SERVICES, LLC
AUM
$111M
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at CALVERT IMPACT ADVISORY SERVICES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7795965
Firm CRD# 326022
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek Michael Strocher offer?
Derek Michael Strocher specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.
What are Derek Michael Strocher's credentials?
Derek Michael Strocher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Michael Strocher located?
Derek Michael Strocher is based in BETHESDA, Maryland, working with CALVERT IMPACT ADVISORY SERVICES, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Derek Michael Strocher charge for services?
Derek Michael Strocher's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALVERT IMPACT ADVISORY SERVICES, LLC?
CALVERT IMPACT ADVISORY SERVICES, LLC has approximately 41 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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