Derek
Eddy

Silverlake Wealth Management LLC

CRD#5648908
Investment Advisor
in Williston, VT

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About this Advisor

Derek Eddy is a financial advisor based in Williston, Vermont, working with Silverlake Wealth Management LLC. Derek has previously held positions at Lpl Financial, LLC, Silverlake Wealth Management, LLC, and Purshe Kaplan Sterling Investments. Derek has passed the Series 66 regulatory exam and is registered to provide services in Vermont. Currently, Derek is part of Silverlake Wealth Management LLC, which operates out of Williston, Vermont. The firm has 2 offices and 10 employees. The firm manages assets totaling $485.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silverlake Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

33 Blair Park Road Suite 100
Williston, VT 05495

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Silverlake Wealth Management LLC Brokerage Details

Total Assets Under Management

$485,680,764

VT Average: $4,257,716,217
Total Number of Employees

10

VT Average: 30
Total Number of Accounts

606

VT Average: 868
Average Account Size

$801,453

VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Derek Eddy Work History

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2009 - Present (15 years)

Silverlake Wealth Management, LLC

2012 - 2020 (8 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Derek Eddy 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 Silverlake Wealth Management LLC

Ryan Bergmann
Williston, VT
Richard Briand
Williston, VT
Gregory Steele
Huntington, NY
Jeffrey Steele
Williston, VT
Robert Eddy
Williston, VT
Theodore Riehle
Williston, VT
Thomas Golonka
Williston, VT
Patrick Thornton
Williston, VT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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