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Derek John Elphick

Castfirm Advisors LLC

Kensington, MD

Garden City, NY

CRD 6504706

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Employer firm

Castfirm Advisors LLC CRD 327519

$30.0M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Castfirm Advisors Llc

377 Oak Street Suite 203, Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-05-01
NY RA APPROVED 2026-03-10
  • MD RA
    APPROVED
    Since 2026-05-01
  • NY RA
    APPROVED
    Since 2026-03-10

Branch Locations

Kensington, MD • United States

377 Oak Street Suite 203, Garden City, NY 11530 • 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
The Warner Companies Timonium MD 08/2016 02/2026
Castfirm Advisors Llc Garden City NY 02/2026 Present
  • 08/2016 → 02/2026
    The Warner Companies
    Timonium, MD
  • 02/2026 → Present
    Castfirm Advisors Llc
    Garden City, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-10-26
  • S63 Uniform Securities Agent State Law Examination
    2017-10-26
Designations
  • Chartered Financial Analyst
Other Names
  • Derek John Elphick
  • Derek John Elphick

View on SEC IAPD

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