Derek A. Ibsch

WISDOMTREE SECURITIES

New York, NY 10119

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CRD#: 2895585

Professional summary

Derek Anthony Ibsch is a registered financial professional currently at WISDOMTREE SECURITIES, INC. located in New York, New York.

Derek is registered as a RR (Registered Representative) and started their career in finance in 1997. Derek has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Derek Anthony Ibsch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 3, 2022 - Present

WISDOMTREE SECURITIES, INC.

Office #1: 250 West 34th Street 3rd Floor, New York, NY 10119Office #2: 250 West 34th Street 3rd Floor, New York, NY 10119

CRD#: 317624

New York, NY

Past

December 22, 2015 - March 21, 2022

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

February 13, 2002 - November 12, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WASHINGTON, DC

Past

December 10, 2001 - November 12, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

December 6, 2000 - August 21, 2001

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

September 13, 2000 - February 21, 2001

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

July 21, 1997 - September 11, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

District of Columbia
(7/1/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 8/13/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/4/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/18/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/14/2022

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WISDOMTREE SECURITIES, INC.

CRD#: 317624 / SEC#: , 8-70847

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

250 West 34th Street 3rd Floor, New York, NY 10119

Mailing Address

250 West 34th Street 3rd Floor, New York, NY 10119

Phone number

(212) 801-2080

Established

Delaware since 10/14/2021

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WISDOMTREE, INC.	SOLE SHAREHOLDER
BRANT, DAVID ROBERT	FINOP, POO AND PFO	2718478
HANNON, MAREDITH ANN	VICE PRESIDENT	5944239
IBSCH, DEREK ANTHONY	CCO AND SECRETARY	2895585
LILIEN, ROBERT JARRETT	DIRECTOR, PRESIDENT AND EXECUTIVE REPRESENTIVE	1337819
ZIEMBA, PETER M	DIRECTOR

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Derek A. Ibsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Derek Anthony Ibsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFUNDS DISTRIBUTORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PERSHING LLC

CREDIT SUISSE SECURITIES (USA) LLC

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/1997

Series 63

Date: 7/30/1997

SIE

Date: 10/1/2018

Series 31

Date: 8/4/1997

Series 7

Date: 7/18/1997

Series 24

Date: 10/14/2022

FINRA

Current Firm

WISDOMTREE SECURITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

WISDOMTREE SECURITIES, INC.

TRUST BUT VERIFY

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