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Derek Edward Schloss

COLLAB+CURRENCY MANAGEMENT, LLC·EUGENE, Oregon
Clean recordCOLLAB+CURRENCY MANAGEMENT, LLC
2720 E. 40TH AVENUE, EUGENE, OR 97405CRD# 7522612Firm CRD# 309133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Edward Schloss · EUGENE, OR
Registration
CRD #7522612 · COLLAB+CURRENCY MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Derek Edward Schloss is a registered financial advisor based in EUGENE, Oregon, affiliated with COLLAB+CURRENCY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COLLAB+CURRENCY MANAGEMENT, LLC
COLLAB+CURRENCY MANAGEMENT, LLC
AUM
$485M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at COLLAB+CURRENCY MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7522612
Firm CRD# 309133
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek Edward Schloss offer?
Derek Edward Schloss specializes in Retirement Planning. Contact their office in EUGENE, Oregon for a consultation.
What are Derek Edward Schloss's credentials?
Derek Edward Schloss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Edward Schloss located?
Derek Edward Schloss is based in EUGENE, Oregon, working with COLLAB+CURRENCY MANAGEMENT, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Derek Edward Schloss charge for services?
Derek Edward Schloss'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 COLLAB+CURRENCY MANAGEMENT, LLC?
COLLAB+CURRENCY MANAGEMENT, LLC has approximately 10 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLLAB+CURRENCY MANAGEMENT, LLC

Zachary Frederick Rosenblatt
EUGENE, OR
Colin Hudson Cassedy
EUGENE, OR
Stephen Bryan Mckeon
EUGENE, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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