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Derek A. Campbell

TWENTY-FIVE CAPITAL PARTNERS
NEWPORT BEACH, CA 92663
Some features on this profile are disabled
CRD#: 6424489
DC

Professional summary

Derek Alexander Campbell, who also goes by Derek Campbell, is a registered financial advisor currently at TWENTY-FIVE CAPITAL PARTNERS located in Newport Beach, California.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Derek has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Derek Campbell

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 Alexander Campbell'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 9, 2026 - Present

TWENTY-FIVE CAPITAL PARTNERS

Office #1: 417 29th Street, Newport Beach, CA 92663
RIA
CRD#: 338735
NEWPORT BEACH, CA
Past

October 21, 2024 - October 31, 2025

BEACON POINTE ADVISORS, LLC

RIA
CRD#: 119290
PASADENA, CA
Past

March 28, 2022 - October 31, 2024

BRIDGE ADVISORY LLC

RIA
CRD#: 148282
PASADENA, CA
Past

September 30, 2019 - February 28, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Laguna Niguel, CA
Past

September 10, 2019 - February 28, 2022

MORGAN STANLEY

BD
CRD#: 149777
Laguna Niguel, CA
Past

September 4, 2018 - January 8, 2019

MORGAN STANLEY

BD
CRD#: 149777
NEWPORT BEACH, 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
(1/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/4/2018
General Securities Representative Examination

Current Firm

TC
TWENTY-FIVE CAPITAL PARTNERS
TWENTY-FIVE CAPITAL PARTNERS | TWENTY-FIVE CAPITAL PARTNERS, LLC

CRD#: 338735 / SEC#: 801-134731

RIA
Registered Investment Advisory firm - (11/24/2025 120-Day Approval)
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Contact information

Main Address
417 29th Street, Newport Beach, CA 92663
Mailing Address
Phone number
(925) 577-6909
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (11/26/2025)
FORM ADV PART 2A - WRAP PROGRAM BROCHURE (11/26/2025)
0

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.

Company Information

TWENTY-FIVE CAPITAL PARTNERS

CRD#: 338735Newport Beach, CA 92663

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