LPL Financial
47yrs
Top advisor by experience in San Diego
4yrs
Stephen Derkash
Financial advisor at Evolution Global Advisors
Stephen Derkash has worked in the financial industry for 4 years and is a fiduciary financial advisor based in San Diego, California. Stephen has been with Evolution Global Advisors since 2022. Evolution Global Advisors offers investment management and is paid through a percentage of assets and performance-based fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office4660 LA Jolla Village Drive, Suite 100, #5134, San Diego, CA 92122
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$403,561
Advisors at the firm2
States licensed ?1 state
Services through Evolution Global Advisors
Investment management for individuals and small businessesInvestment management for businesses and institutions
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowEvolution Global Advisors, LLCCurrent firm
Contact Stephen
(760) 459-1550Evolution Global Advisors main office 4660 LA Jolla Village Drive, Suite 100, #5134San Diego, CA 92122Office · Get directions Firm websitewww.evolutionglobaladvisors.com
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Stephen
How do I contact Stephen?
Call Evolution Global Advisors at (760) 459-1550 and ask for Stephen Derkash. Stephen works from the San Diego, CA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Evolution Global Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Stephen 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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