Derek M. Lawson
STRATEGIC ADVISERS LLC | Financial Consultant
TIGARD, OR
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CRD#: 6918353
Professional summary
Derek Michael Lawson, CFP®, who also goes by Derek Lawson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tigard, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Beaverton, Oregon.
Derek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Derek has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant and CFP® professional, I partner with clients and their families to plan for the future. Using a collaborative planning process, we'll analyze your current situation and then determine appropriate strategies and time frames for working toward your financial objectives. I'll be there to help implement your plan, review next steps, and answer any questions you have along the way.
Question & Answer
What are your service offerings?
Retirement Planning
Social Security Planning
Long-term Care
Life Transitions
Employee and Employer Plan Ben...
Retirement Income Management
Education Planning
Comprehensive Financial Planni...
Inheritance
Investment Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Derek Lawson
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.
CRS (Client Relationship Summary) - RIA
Click below to view Derek Michael Lawson'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®
CFP®
Start date: 2020
Education
College for Financial Planning
Master of Science (MS) - Personal Financial Planning
2022
Arizona State University
Bachelor of Arts (BA) - Political Science
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2785 Sw Cedar Hills Blvd, Beaverton, OR 97005RIA
CRD#: 104555
TIGARD, OR
Current
September 9, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2785 Sw Cedar Hills Blvd., Beaverton, OR 97005BD
CRD#: 7784
Beaverton, OR
Past
September 28, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BEAVERTON, OR
Past
April 16, 2018 - July 2, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHANDLER, AZ
Past
April 2, 2018 - July 2, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHANDLER, AZ
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
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
RR
Alaska(3/4/2022)
RR
Arizona(9/10/2021)
RR
Arkansas(1/19/2022)
RR
California(3/4/2022)
RR
Colorado(3/4/2022)
RR
Florida(5/13/2022)
RR
Idaho(4/26/2022)
RR
Illinois(9/15/2022)
RR
Minnesota(3/4/2022)
RR
Missouri(3/4/2022)
RR
Nebraska(1/20/2022)
RR
Nevada(4/26/2022)
RR
New Mexico(9/9/2021)
RR
New York(3/4/2022)
RR
North Carolina(3/4/2022)
RR
North Dakota(2/17/2022)
RR
Oklahoma(2/23/2022)
RR
Oregon(9/14/2021)
IAR
Oregon(3/31/2025)
RR
Pennsylvania(10/16/2025)
RR
Tennessee(11/15/2022)
RR
Texas(9/9/2021)
IAR
Texas(3/31/2025)
RR
Utah(3/4/2022)
RR
Virgin Islands(1/25/2022)
RR
Virginia(3/25/2023)
RR
Washington(3/4/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Tigard, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
