MML Investors Services
38yrs
Top advisor by experience in Newburgh
17yrs
Derek Pinelli has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Newburgh, New York. Derek has been with Wells Fargo Advisors since 2016; before that, Derek spent four years at LPL Financial and a year at HSBC Securities (usa). Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 50 advisors with offices in Newburgh, and one of 43 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 60% of advisors in Newburgh
Office500 Stony Brook Ct Suite 1 [Satellite], Newburgh, NY 12550
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2016 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2012 – 2016LPL Financial LLCPreviously
- Jul 2011 – May 2012HSBC Securities (usa) Inc.Previously
Contact Derek
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Derek. 500 Stony Brook Ct Suite 1 [Satellite]Newburgh, NY 12550Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Derek
Tailored to Derek’s registration and firm.
- 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 Wells Fargo Advisors at (314) 875-3000 and ask for Derek Pinelli. Derek works from the Newburgh, NY office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2009, about 17 years. More experience than 60% of advisors in Newburgh.
What licenses does Derek hold?
Series 63, 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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