Derrick Malcolm Wilson

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 02/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 03/2018 → 12/2023
  Independent Contractor
  Philadelphia, PA
• 12/2019 → 03/2025
  National Life Group
  Mt Laurel, NJ
• 01/2020 → 12/2025
  Equity Services Inc
  Montpelier, VT
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 01/2022 → 03/2026
  Gusto
  Williamstown, NJ

Previous Registrations

• 2020-01-22 → 2025-12-31
  Equity Services, Inc.
  Marlton, NJ
  Media, PA
• 2019-02-22 → 2019-10-31
  Selective Financial Solutions Limited Liability Company
  Philadelphia, PA
• 2011-07-20 → 2014-03-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ

Other Businesses

1). Wilson Tax & Planning Services, LLC; INVESTMENT RELATED: No; ADDRESS: 525 Route 73, Suite 104 Marlton, NJ 08053; NATURE: Tax preparation; POSITION: Owner; START DATE: 10/01/2023; NUMBER OF HOURS/MONTH: 3-5 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Preparation of individual tax returns (1040). 2) Selective Financial Solutions, LLC; INVESTMENT RELATED: No; Williamstown, NJ 08094; NATURE: Active, LLC with no current activity; POSITION; Owner; START DATE; March 018; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs; DUTIES: None

Exams

• S66 Uniform Combined State Law Examination
  2011-07-17

Other Names

• Derrick Malcolm Wilson
• Derrick M Wilson
• Derrick Wilson