Derek
Stone
Heritage Investors Management Corp
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About this Advisor
Derek Stone is a chartered financial analyst who works out of Bethesda, Maryland who has 33 years of industry experience. Stone works at Heritage Investors Management Corp. They have spent the entirety of their employment at Heritage Investors Management Corp. Stone holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Maryland and Texas. Heritage Investors Management Corp is a registered investment business operating out of Bethesda, MD. It manages $3 billion in total assets between its 1,389 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 29 charitable organizations. Of its 1,389 customer accounts, 73% are held by high-net-worth individuals who have more than $1 million in assets. Heritage Investors Management Corp has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which service is provided. However, fee types billed by Heritage Investors Management Corp may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Investors Management Corp Brokerage Details
$3,126,801,088
16
1,389
$2,251,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Derek Stone Work History
Derek has been registered as a financial advisor for 33 years.*
Heritage Investors Management Corporation
*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 Derek Stone 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 Heritage Investors Management Corp
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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