Vanderbilt Advisory Services
46yrs
Top advisor by experience at Vanderbilt Advisory Services
17yrs
Derek Brooks
Financial advisor at Wells Fargo Advisors
Derek Brooks is a fiduciary financial advisor in Canandaigua, New York, with 17 years in the industry. Derek joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Derek holds the CFP® designation.
One of 22 advisors with offices in Canandaigua, and one of 20 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors in New York
OfficeCanandaigua, NY
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2009 – 2025Wells Fargo Clearing Services, LLCPreviously
Contact Derek
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Derek. Canandaigua, NYOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTMIs 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 Wells Fargo Advisors at (314) 875-3000 and ask for Derek Brooks. Derek works from the Canandaigua, NY office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2009, about 17 years. More experience than 54% of advisors in New York.
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?
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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