Greg Derderian

CAPITALWIZE

CHARLOTTE, NC 28203

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CRD#: 5414658

Professional summary

Greg Derderian, who also goes by Koko Derderian, is a registered financial advisor currently at CAPITALWIZE, LLC located in Charlotte, North Carolina.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Greg has worked at 3 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Koko Derderian

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.

Talent Retriever LLC, 50 High Street North Andover, MA 01845, Nature: Talen Acquisition, Position: Senior Recruiter, Investment-related: No, 30 hours a month, 1 hr during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Derderian'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®

None

Experience

Current

October 25, 2024 - Present

CAPITALWIZE, LLC

Office #1: 1422 S Tryon Street Ste 300, Charlotte, NC 28203

RIA

CRD#: 288124

CHARLOTTE, NC

Past

August 16, 2010 - June 8, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

November 19, 2007 - May 21, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

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

Georgia
(12/26/2024)

IAR

North Carolina
(10/25/2024)

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: 10/25/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/13/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/26/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2007

General Securities Representative Examination

Current Firm

CAPITALWIZE, LLC

CAPITALWIZE, LLC | MONEY SAVVY FINANCIAL, LLC

CRD#: 288124 / SEC#:

Georgia

Registered Investment Advisory firm - (4/21/2017 Approved)

North Carolina

Registered Investment Advisory firm - (10/11/2017 Approved)

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Contact information

Main Address

1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309

Mailing Address

Phone number

(800) 835-0863

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 1,391,897

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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Greg Derderian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Derderian's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITALWIZE, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2024

Series 66

Date: 8/13/2010

Series 63

Date: 11/26/2007

SIE

Date: 5/21/2018

Series 7

Date: 11/16/2007

Current Firm

CAPITALWIZE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITALWIZE, LLC

TRUST BUT VERIFY

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