Derrick
Goodenow
Ci Private Wealth
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About this Advisor
Derrick Goodenow is a certified financial planner based out of Wayne, Pennsylvania with 1 year of industry experience. Goodenow is on the advisory team at Ci Private Wealth. During their career, Goodenow has held roles at Conneaut Valley High School (10Th-12Th), Kmart, Samuel'S Marketplace, Edinboro University, Edinboro University Athletics, Chipblaster, Inc, Northwestern Pa Weatherization, Pepsico, Schaffner, Knight, Minnaugh & Company P.C, Radnor Financial Advisors, LLC and Ci Radnor Private Wealth. Goodenow can work in Pennsylvania. Ci Private Wealth is a registered investment company headquartered in Miami, FL. It has offices in 28 locations and a total of 825 advisors. It handles $95 billion in assets among its 79,738 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 504 charities and foundations. Of its 79,738 customer accounts, 51% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Ci Private Wealth performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically depend on the type of financial services. However, fees charged by Ci Private Wealth most likely include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Derrick Goodenow Work History
Derrick has been registered as a financial advisor for 1 years.*
Ci Radnor Private Wealth
Radnor Financial Advisors, LLC
Pepsico
Radnor Financial Advisors, LLC
Pepsico
Radnor Financial Advisors, LLC
Chipblaster, Inc
Pepsico
Schaffner, Knight, Minnaugh & Company P.C
Edinboro University Athletics
Northwestern Pa Weatherization
Edinboro University Athletics
Samuel'S Marketplace
Edinboro University
Edinboro University Athletics
Chipblaster, Inc
Kmart
Conneaut Valley High School (10Th-12Th)
*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 Derrick Goodenow 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 Ci Private Wealth
San Diego, CA
Dallas, TX
New York, NY
San Diego, CA
Menlo Park, CA
Dallas, TX
Itasca, IL
San Diego, CA
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.
