Cambridge Investment Research Advisors
47yrs
Top advisor by experience in Evergreen
17yrs
Derek Boldrin has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Evergreen, Colorado. Derek has been with RBC Capital Markets since 2025; before that, Derek spent 12 years at Advice and Planning Services and two years at Edward Jones. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 39 advisors with offices in Evergreen, and one of 25 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 60% of advisors in Colorado
OfficeEvergreen, CO
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- Oct 2025 – nowRBC Capital Markets, LLCCurrent firm
- 2013 – 2025
- Mar 2010 – Feb 2012Edward JonesPreviously
Contact Derek
(212) 858-7000Firm headquarters in New York, NY. Ask for Derek. Evergreen, COOffice · Get directions Firm websiteus.rbcwealthmanagement.com/columbusIs 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
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About Derek
How do I contact Derek?
Call RBC Capital Markets at (212) 858-7000 and ask for Derek Boldrin. Derek works from the Evergreen, CO office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2010, about 17 years. More experience than 60% of advisors in Colorado.
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?
RBC Capital Markets reports being paid by a percentage of the assets they manage, 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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