Derek
Thisse
Gw & Wade, LLC
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About this Advisor
Derek Thisse is a financial advisor based out of Wellesley Hills, Massachusetts with a total of 2 years of industry experience. Thisse is currently employed by Gw & Wade, LLC. Throughout their career, Thisse has worked at D. K. Brede Investment Management, University Of New Hampshire, Merrill Lynch, Rehabilitation Associates Inc, Commonwealth Financial Network, Gw & Wade Asset Management Company, LLC and Gw & Wade, LLC. Thisse has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Gw & Wade, LLC is a financial advisory firm operating out of Wellesley Hills, MA. It has offices in five locations and a total of 87 people on staff. It handles $9 billion in assets under management between its 11,861 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 11,861 client accounts, 48% are held by high-net-worth individuals who have greater than $1 million in investable assets. Gw & Wade, LLC offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fees typically depend on which services the firm provides the client. Fees charged by Gw & Wade, LLC may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gw & Wade, LLC Brokerage Details
$8,902,726,024
87
11,861
$750,588
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Derek Thisse Work History
Derek has been registered as a financial advisor for 2 years.*
Gw & Wade Asset Management Company, LLC
Gw & Wade, LLC
Commonwealth Financial Network
D. K. Brede Investment Management
Rehabilitation Associates Inc
Merrill Lynch
Rehabilitation Associates Inc
Rehabilitation Associates Inc
University Of New Hampshire
Rehabilitation Associates Inc
*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 Thisse 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 Gw & Wade, LLC
Palo Alto, CA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
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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