Cetera Investment Advisers
32yrs
Top advisor by experience in Firestone
15yrs
Derek Cook
Financial advisor at Strategic Advisers
Derek Cook has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Firestone, Colorado. Derek has been with Strategic Advisers since 2025; before that, Derek spent seven years at Fidelity Personal and Workplace Advisors. 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 12 advisors with offices in Firestone, and one of 10 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 24% by experience at Strategic Advisers
OfficeFirestone, 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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
Contact Derek
(617) 563-7000Firm headquarters in Boston, MA. Ask for Derek. Firestone, COOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Derek
How do I contact Derek?
Call Strategic Advisers at (617) 563-7000 and ask for Derek Cook. Derek works from the Firestone, CO office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2011, about 15 years. Top 24% by experience at Strategic Advisers.
What licenses does Derek hold?
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.
Other advisors nearby
J.P. Morgan Securities
16yrs
Top 17% by experience in Firestone
Cetera Investment Advisers
13yrs
More experience than 67% of advisors in Firestone
Osaic Wealth
13yrs
More experience than 52% of advisors in Colorado
Edward Jones
13yrs
More experience than 61% of advisors at Edward Jones
State Farm Investment Management
11yrs
11 years in the industry