William Blair & Company
47yrs
Top advisor by experience in Illinois
13yrs
Derek West
Financial advisor at Strategic Advisers
Derek West is a fiduciary financial advisor in Chicago, Illinois, with 13 years in the industry. After two years at Fidelity Personal and Workplace Advisors and seven years at U.S. Bancorp Investments, Derek joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 69% of advisors at Strategic Advisers
OfficeChicago, IL
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 ?2 states
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Jul 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2023U.S. Bancorp Investments, Inc.Previously
Contact Derek
(617) 563-7000Firm headquarters in Boston, MA. Ask for Derek. Chicago, ILOffice · 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 West. Derek works from the Chicago, IL office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2014, about 13 years. More experience than 69% of advisors at Strategic Advisers.
What licenses does Derek hold?
Series 63, Series 65. 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.
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