Derek A. Ebel

QUEST INVESTMENT MANAGEMENT

LAKE OSWEGO, OR 97035

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CRD#: 3004958

Professional summary

Derek Allen Ebel is a registered financial advisor currently at QUEST INVESTMENT MANAGEMENT, LLC located in Lake Oswego, Oregon.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Derek has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Derek Allen Ebel'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

January 17, 2025 - Present

QUEST INVESTMENT MANAGEMENT, LLC

Office #1: 5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035

RIA

CRD#: 110640

LAKE OSWEGO, OR

Past

April 7, 1998 - February 14, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUEST INVESTMENT MANAGEMENT, LLC

QUEST INVESTMENT MANAGEMENT INC | QUEST INVESTMENT MANAGEMENT, LLC

CRD#: 110640 / SEC#: 801-23659

RIA

Registered Investment Advisory firm - (3/12/1985 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(1/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/16/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/31/1998

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 1/30/1998

National Commodity Futures Examination

Current Firm

QUEST INVESTMENT MANAGEMENT, LLC

QUEST INVESTMENT MANAGEMENT INC | QUEST INVESTMENT MANAGEMENT, LLC

CRD#: 110640 / SEC#: 801-23659

RIA

Registered Investment Advisory firm - (3/12/1985 Approved)

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Contact information

Main Address

5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 221-0158

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (3/5/2026)

Regulatory assets under management

Total Number of Accounts	125
AUM (Assets Under Management)	$ 1,709,267,441

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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Derek A. Ebel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Allen Ebel's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUEST INVESTMENT MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

QUEST INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2025

Series 63

Date: 4/24/1998

Series 7

Date: 3/31/1998

Series 3

Date: 1/30/1998

Current Firm

QUEST INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUEST INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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