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DW

Derek Wakeley

ABERDEEN FUND DISTRIBUTORS
PHILADELPHIA, PA 19103
CRD#: 8027091
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DW
Derek WakeleyABERDEEN FUND DISTRIBUTORS

Professional summary

Derek Wakeley is a registered financial professional currently at ABERDEEN FUND DISTRIBUTORS, LLC located in Philadelphia, Pennsylvania.

Derek is registered as a RR (Registered Representative) and started their career in finance in 2025. Derek has worked at 2 firms and has passed the Series 7TO, SIE and Series 24 exams.

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) - BD

Click below to view Derek Wakeley'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

March 18, 2026 - Present

ABERDEEN FUND DISTRIBUTORS, LLC

Office #1: 1900 Market Street Suite 200, Philadelphia, PA 19103
BD
CRD#: 146230
PHILADELPHIA, PA
Past

January 13, 2025 - February 12, 2026

VIGILANT DISTRIBUTORS, LLC

BD
CRD#: 285573
Chadds Ford, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 1/13/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/23/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/23/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ABERDEEN FUND DISTRIBUTORS, LLC
ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230 / SEC#: , 8-67799

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1900 Market Street Suite 200, Philadelphia, PA 19103
Mailing Address
1900 Market Street Suite 200, Philadelphia, PA 19103
Phone number
(215) 405-5700
Established
Delaware since 10/31/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ABRDN, INC.SOLE MEMBER
DUNN, STEVEN BOYDCHIEF EXECUTIVE OFFICER2203356
HETTEL, KENDRA ANNACHIEF COMPLIANCE OFFICER6164999
KIRSCHENBLATT, CHAD ETHANCHIEF FINANCIAL OFFICER/FINOP2503352

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

ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230Philadelphia, PA 19103

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