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Derek West

Strategic Advisers LLC

Orland Park, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Chicago, IL • 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
U.S. Bank Des Plaines IL 11/2012 06/2023
U.S. Bancorp Investments, Inc. Des Plaines IL 01/2014 06/2023
Fidelity Investments Chicago IL 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → 06/2023
    U.S. Bank
    Des Plaines, IL
  • 01/2014 → 06/2023
    U.S. Bancorp Investments, Inc.
    Des Plaines, IL
  • 06/2023 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2016-01-05 → 2023-06-22
    U.S. Bancorp Investments, Inc.
    Chicago, IL
    Des Plaines, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-05
S63 Uniform Securities Agent State Law Examination 2014-03-19
  • S65 Uniform Investment Adviser Law Examination
    2016-01-05
  • S63 Uniform Securities Agent State Law Examination
    2014-03-19
Other Names
  • Derek Reed West
  • Derek West

View on SEC IAPD

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Other Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE
CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
CRAIG PATRICK CUNNINGHAM

Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

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