Derek Declan Dimond Stross

Employer firm

Core Wealth Advisors, Inc. CRD 174386

$702M regulatory AUM 9 advisory clients

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:

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

Current Employers

Employment History

• 10/2022 → Present
  Core Wealth Advisors, Inc.
  Lakeland, FL
• 01/2022 → Present
  Derek Stross Cpa Llc
  Lakeland, FL
• 08/2019 → 01/2022
  Hamic Previte & Sturwold Pa
  Lakeland, FL
• 01/2014 → 08/2019
  Derek Stross Cpa Llc
  Lakeland, FL
• 10/2021 → Present
  Polk County School Board
  Lakeland, FL

Other Businesses

1. Derek Stross CPA LLC; 5742 Coveland Dr. E, Lakeland, FL; Owner of public accounting firm primarily providing tax preparation services; Not investment related; Started 1/2014; 20 hours per month January - April, 4 hours per month May - December; 2. Polk County School Board, 726 Hollingsworth Road, Lakeland, Florida 33801; Not Investment related; High School Head Coach, JV Soccer; Started: 10/2021; 12 hours per month; 4 hours during securities trading hours; 3. CORE Wealth Accountants, LLC; 124 South Florida Avenue, Suite 4, Lakeland, Florida 33801; Not investment related; Tax preparation and consulting firm; CPA; Number of hours per month: 80; Duties: Tax preparation and consulting.

Designations

• Personal Financial Specialist