Derek Michael Dolitsky

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 10/2021 → 02/2024
  Sync National Logistics Llc
  St. Louis, MO
• 04/2021 → 08/2021
  Kh Properties
  Maryland Heights, MO
• 06/2018 → 03/2021
  Ferguson Fire And Fabrication
  Pewaukee, WI
• 07/2017 → 06/2018
  Ferguson Fire And Fabrication
  Maryland Heights, MO
• 08/2013 → 05/2017
  University Of Missouri-Columbia
  Columbia, MO
• 08/2021 → 10/2021
  Lyft
  St. Louis, MO
• 04/2020 → 03/2021
  Lyft
  Milwaukee, WI
• 02/2024 → 07/2024
  D&B Strategic Wealth
  St. Louis, MO
• 07/2024 → Present
  Commonwealth Financial Network
  San Diego, CA
• 07/2024 → Present
  D&B Strategic Wealth
  St. Louis, MO

Other Businesses

Driver, Lyft; Located in St. Louis, MO, as of 04/2020; Less than 10% of time spent during business hours; Not conducted at branch location; Not investment related. Fixed insurance sales; Located at 1001 Craig Road, Suite 474, St. Louis, MO 63146, as of 07/15/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-24