Unclaimed Profile

Rachel Meri Zibrak

DERBY AND COMPANY INC·NEWTON, Massachusetts

Series 7, Series 65Clean record17 years registeredDERBY 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 · 17 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Mar 2022 – present

DERBY AND COMPANY INC

Jun 2015 – Dec 2021

NEWTON, MA

RINET COMPANY, LLC

Feb 2010 – Dec 2014

BOSTON, MA

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Oct 2008 – Jul 2009

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · October 8, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DERBY AND COMPANY INC

CRD 106924 · SEC 801-30056

AUM

$691M

Regulatory assets under management

Employees

887 client accounts

Services offered by DERBY AND COMPANY INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DERBY AND COMPANY INC →

Introduction

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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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