Wells Fargo Advisors
47yrs
Top advisor by experience in Boulder
31yrs
Derek Chow
Financial advisor at Strategic Advisers
Based in Boulder, Colorado, Derek Chow is a fiduciary financial advisor with 31 years of industry experience. Derek joined Strategic Advisers in 2025, after four years at Fidelity Personal and Workplace Advisors and two years at Voya Investment Management. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 451 advisors with offices in Boulder, and one of 402 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 3% by experience at Strategic Advisers
OfficeBoulder, CO
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Oct 2012 – Jun 2014Voya Investment Management Co. LLCPreviously
- 2003 – 2005Lincoln Financial Distributors, Inc.Previously
- May 2001 – Apr 2003Strong Capital Management Inc.Previously
Questions to ask Derek
Tailored to Derek’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Derek
How do I contact Derek?
Call Strategic Advisers at (617) 563-7000 and ask for Derek Chow. Derek works from the Boulder, CO office.
How long has Derek been a financial advisor?
Derek has been in the industry since 1996, about 31 years. Top 3% by experience at Strategic Advisers.
What licenses does Derek hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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