Derek J. Podolak

SOLYCO WEALTH LLC

Canonsburg, PA 15317

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CRD#: 4316217

Professional summary

Derek J Podolak, AIF® is a registered financial advisor currently at SOLYCO WEALTH LLC located in Canonsburg, Pennsylvania and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Derek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Derek has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 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 J Podolak's 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 20, 2025 - Present

SOLYCO WEALTH LLC

Office #1: 2400 Ansys Dr. Suite 102, Canonsburg, PA 15317

RIA

CRD#: 314981

Canonsburg, PA

Current

November 6, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

August 27, 2024 - November 11, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

CANONSBURG, PA

Past

April 17, 2023 - November 13, 2025

GLADSTONE WEALTH PARTNERS

RIA

CRD#: 250787

Canonsburg, PA

Past

July 20, 2017 - December 31, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

CANONSBURG, PA

Past

July 20, 2017 - November 11, 2025

LPL FINANCIAL LLC

CRD#: 6413

CANONSBURG, PA

Past

December 9, 2004 - July 20, 2017

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

PITTSBURGH, PA

Past

May 8, 2002 - July 20, 2017

CITIZENS SECURITIES, INC.

CRD#: 39550

PITTSBURGH, PA

Past

December 18, 2000 - May 8, 2002

DREYFUS INVESTMENT SERVICES COMPANY, LLC

CRD#: 17477

PITTSBURGH, PA

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.

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

Arizona
(11/6/2025)

IAR

California
(11/20/2025)

Florida
(11/6/2025)

IAR

Florida
(12/23/2025)

Illinois
(11/6/2025)

New York
(11/6/2025)

North Carolina
(11/6/2025)

Ohio
(11/6/2025)

Pennsylvania
(11/6/2025)

South Carolina
(11/6/2025)

IAR

Texas
(11/20/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/9/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/31/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SOLYCO WEALTH LLC

CRD#: 314981 / SEC#:

California

Registered Investment Advisory firm - (9/10/2021 Approved)

Florida

Registered Investment Advisory firm - (1/26/2022 Approved)

Louisiana

Registered Investment Advisory firm - (10/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (7/19/2021 Approved)

Texas

Registered Investment Advisory firm - (9/29/2021 Approved)

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Contact information

Main Address

210 South Old Woodward Avenue Suite 240, Birmingham, MI 48009

Mailing Address

Phone number

(713) 444-3560

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	238
AUM (Assets Under Management)	$ 116,168,145

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Derek J. Podolak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek J Podolak's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

LPL FINANCIAL LLC

GLADSTONE WEALTH PARTNERS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

DREYFUS INVESTMENT SERVICES COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2004

Series 63

Date: 1/9/2001

SIE

Date: 10/1/2018

Series 7

Date: 12/19/2002

Series 6

Date: 12/14/2000

Series 24

Date: 7/31/2007

FINRA

Current Firm

SOLYCO WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOLYCO WEALTH LLC

TRUST BUT VERIFY

Contact information

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