Preston
Sharpe
Derbend Asset Management
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About this Advisor
Preston Sharpe is a certified financial planner based out of Peachtree City, Georgia who has 3 years of industry experience. Sharpe works at Derbend Asset Management. During their career, Sharpe has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, Xpo Logistics, Coweta County Board Of Education, Chick-Fil-A Starr'S Mill and Derbend Asset Management, LLC. Sharpe holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Georgia. Derbend Asset Management is a registered investment firm operating out of Peachtree City, GA. It administers $193 million in assets under management among its 507 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 507 accounts, just 11% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Derbend Asset Management performs a set of services, including portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees typically vary depending on which service is provided. However, fee types billed by Derbend Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Derbend Asset Management Brokerage Details
$192,627,291
6
507
$379,935
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Preston Sharpe Work History
Preston has been registered as a financial advisor for 3 years.*
Derbend Asset Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Chick-Fil-A Starr'S Mill
Coweta County Board Of Education
Xpo Logistics
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Preston Sharpe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Derbend Asset Management
Peachtree City, GA
Peachtree City, GA
Peachtree City, GA
Peachtree City, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
