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Derek Edward Schloss

COLLAB+CURRENCY MANAGEMENT, LLC·EUGENE, Oregon
Unclaimed Profile
2720 E. 40TH AVENUE, EUGENE, OR 97405CRD# 7522612Firm CRD# 309133
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
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
No disclosures on file
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 in EUGENE
Jeffrey B Yamada — MCS FINANCIAL ADVISORS LLCThomas Henry Roehl — ROEHL & YI INVESTMENT ADVISORS, LLCJayman Frank Yi — ROEHL & YI INVESTMENT ADVISORS, LLCAndrew David Papendieck — THE PAPENDIECK GROUP, LLCMichael Charles Stalker — MCS FINANCIAL ADVISORS LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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