Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
36yrs
Derek Stone
Full name on record: Derek Robert Stone
Financial advisor at Heritage Investors Management
Derek Stone is a fiduciary financial advisor in Bethesda, Maryland, with 36 years in the industry. Derek joined Heritage Investors Management in 1990, a firm offering financial planning, investment management, and selecting outside investment managers. Derek holds the CFA designation.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience in Bethesda
Office7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$5.89 million
Advisors at the firm9
States licensed ?1 state
Services through Heritage Investors Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 1990 – nowHeritage Investors Management CorpCurrent firm
Contact Derek
(301) 951-0440Heritage Investors Management main office 7101 Wisconsin Avenue Suite 950Bethesda, MD 20814Office · Get directions LinkedIn pageHeritage Investors Management
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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?
- 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 Heritage Investors Management at (301) 951-0440 and ask for Derek Stone. Derek works from the Bethesda, MD office.
How long has Derek been a financial advisor?
Derek has been in the industry since 1990, about 36 years. Top 7% by experience in Bethesda.
What licenses does Derek hold?
Series 65. 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?
Heritage Investors Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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