SD
Stephen Derkash
EVOLUTION GLOBAL ADVISORS
San Diego, CA 92122
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CRD#: 5379921
SD
Professional summary
Stephen Derkash is a registered financial advisor currently at EVOLUTION GLOBAL ADVISORS, LLC located in San Diego, California.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephen has worked at 1 firm and has passed the Series 65 exam.
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.
Bluerunner Global Advisors, LLC. Investment-related. 4203 Arguello St, San Diego, CA 92103. Consulting. Founder. Founder. 03/2021. 20 hours per month devoted. 4 hours per month during US securities trading hours. Research.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Derkash'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®
NoneExperience
Current
October 28, 2022 - Present
EVOLUTION GLOBAL ADVISORS, LLC
Office #1: 4660 La Jolla Village Drive, Suite 100, #5134, San Diego, CA 92122RIA
CRD#: 292350
San Diego, CA
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
California(10/28/2022)
Current Firm
EG
EVOLUTION GLOBAL ADVISORS, LLC
EVOLUTION GLOBAL ADVISORS, LLC | SPECTRUM GLOBAL ADVISORS, LLC
CRD#: 292350 / SEC#:
California
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Contact information
Main Address
4660 La Jolla Village Drive Suite 100, San Diego, CA 92122
Mailing Address
Phone number
(760) 459-1550
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 2,961,954 |
Red Flags
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