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Derrick Lee Kaiser

RARITAN VALLEY CAPITAL MANAGEMENT LLC·WESTFIELD, New Jersey
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240-244 NORTH AVE WEST, WESTFIELD, NJ 07090CRD# 6420547Firm CRD# 173664
01

About

Derrick Lee Kaiser is a registered financial advisor based in WESTFIELD, New Jersey, affiliated with RARITAN VALLEY CAPITAL MANAGEMENT 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
RARITAN VALLEY CAPITAL MANAGEMENT LLC
RARITAN VALLEY CAPITAL MANAGEMENT LLC
AUM
$147M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at RARITAN VALLEY CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: NEGOTIATED MANAGEMENT FEE
Regulatory
SEC/IARD CRD# 6420547
Firm CRD# 173664
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derrick Lee Kaiser offer?
Derrick Lee Kaiser specializes in Retirement Planning. Contact their office in WESTFIELD, New Jersey for a consultation.
What are Derrick Lee Kaiser's credentials?
Derrick Lee Kaiser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derrick Lee Kaiser located?
Derrick Lee Kaiser is based in WESTFIELD, New Jersey, working with RARITAN VALLEY CAPITAL MANAGEMENT LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.
How does Derrick Lee Kaiser charge for services?
Derrick Lee Kaiser's firm is compensated through performance-based fees, other: negotiated management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RARITAN VALLEY CAPITAL MANAGEMENT LLC?
RARITAN VALLEY CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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