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Derek Robert Stone

Heritage Investors Management Corp

Bethesda, MD

CRD 1783956

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Employer firm

Heritage Investors Management Corp CRD 110420

$4.63B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Heritage Investors Management Corp

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-08-22
MD RA APPROVED 1990-10-19
  • TX RA
    APPROVED
    Since 2016-08-22
  • MD RA
    APPROVED
    Since 1990-10-19

Branch Locations

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Investors Management Corporation Bethesda MD 07/1982 Present
  • 07/1982 → Present
    Heritage Investors Management Corporation
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-05-27
  • S65 Uniform Investment Adviser Law Examination
    1994-05-27
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

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Nearby Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
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