Greg Derderian

Capitalwize, LLC

11 Years of Experience

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Firm Information

Capitalwize, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

45 clients

Average Client Portfolio

$31K average

Assets Under Management

$1.4M

Fee Structure

This document is a brochure supplement and does not contain any fee information. Please refer to the CapitalWize brochure for fee details.

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Areas of Practice

Investment Management

Advisor Information

Office location

1422 S Tryon Street, Ste 300, Charlotte, NC, 28203

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Greg works as a senior recruiter for Talent Retriever LLC, a talent acquisition firm. This activity is not investment-related and takes about 10-20% of his time.

Employment History

Current Registrations

Capitalwize, LLC

October 2024 - Present · 1 yr 3 mos

Previous Registrations

Strategic Advisers LLC

August 2010 - June 2018 · 7 yrs 10 mos

Fidelity Brokerage Services LLCBroker

November 2007 - May 2018 · 10 yrs 6 mos

State Registrations2 states

GANC

Advisor

Exams

No exam information available for this advisor.