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Rachel Meri Zibrak

DERBY AND COMPANY INC·NEWTON, Massachusetts
Clean recordDERBY AND COMPANY INC
7 WELLS AVENUE, NEWTON, MA 02459CRD# 3099572Firm CRD# 106924

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Meri Zibrak · NEWTON, MA
Registration
CRD #3099572 · DERBY AND COMPANY INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rachel Meri Zibrak is a registered financial advisor based in NEWTON, Massachusetts, affiliated with DERBY AND COMPANY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DERBY AND COMPANY INC
DERBY AND COMPANY INC
AUM
$691M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at DERBY AND COMPANY INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3099572
Firm CRD# 106924
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rachel Meri Zibrak offer?
Rachel Meri Zibrak specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Rachel Meri Zibrak's credentials?
Rachel Meri Zibrak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Meri Zibrak located?
Rachel Meri Zibrak is based in NEWTON, Massachusetts, working with DERBY AND COMPANY INC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Rachel Meri Zibrak charge for services?
Rachel Meri Zibrak'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 DERBY AND COMPANY INC?
DERBY AND COMPANY INC has approximately 15 employees and manages $691M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DERBY AND COMPANY INC

Allison O'neill Montgomery
NEWTON, MA
Mark Alan Derby
NEWTON, MA
Jonathan Jay Derby
NEWTON, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
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Research
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