Unclaimed Profile

Derek Scott Bilcik

CRITICAL MATH ADVISORS LLC·HAMILTON, New Jersey

SIE, Series 7, Series 24, Series 66Clean record19 years registeredCRITICAL MATH ADVISORS LLC

3840 QUAKERBRIDGE ROAD, SUITE 130, HAMILTON, NJ 08619CRD# 5074226Firm CRD# 138613

Profile Verification

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

Identity

Derek Scott Bilcik · HAMILTON, NJ

Registration

CRD #5074226 · CRITICAL MATH ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2017 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2017 – present

CRITICAL MATH ADVISORS LLC

Mar 2007 – Mar 2017

HAMILTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 29, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRITICAL MATH ADVISORS LLC

CRD 138613 · SEC 801-65306

Employees

Total firm employees

Services offered by CRITICAL MATH ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CRITICAL MATH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Derek Scott Bilcik offer?

Derek Scott Bilcik specializes in Investment Management, Wealth Management. Contact their office in HAMILTON, New Jersey for a consultation.

What are Derek Scott Bilcik's credentials?

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

Where is Derek Scott Bilcik located?

Derek Scott Bilcik is based in HAMILTON, New Jersey, working with CRITICAL MATH ADVISORS LLC. Their office serves clients in the HAMILTON metropolitan area and surrounding communities.

How does Derek Scott Bilcik charge for services?

Derek Scott Bilcik's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRITICAL MATH ADVISORS LLC?

CRITICAL MATH ADVISORS LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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