Derek Scarth
Advisor at Robertson Stephens
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Robertson Stephens
Location
Denver, CO 80218
Credentials
Series 63, Series 65
Industry experience
14 years
About
Derek Scarth is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance Company. He serves as a trustee and member of the Investment Committee at Regis University. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines advisor-driven individualized advice with centrally managed model portfolios and oversight from an Investment Office and Committee, offering access to public and private funds including hedge funds and private equity.
Client services
Based on Robertson Stephens
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Financial planning flat fees range from $2,500 to $50,000 per plan; $1,000 to $5,000 per update; quarterly flat fees total $500 to $100,000 per year; fixed fees for investment management negotiated per client
Negotiable; typically 0.10% to 2.00% annually based on size and complexity
$250 to $500 per hour for financial planning services
Location
1741 N High Street
Denver, CO 80218
Most active in
Derek S has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Robertson Stephens Wealth Management, LLC
2024 - Present (2 years)
Ratio Wealth Group, LLC
2019 - 2024 (5 years)
Mml Investors Services Llc
2015 - 2019 (4 years)
MassMutual life Insurance Company
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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