Csenge Advisory Group
47yrs
Top advisor by experience in Clearwater
5yrs
Derek Holstein
Financial advisor at Merrill
Derek Holstein is a fiduciary financial advisor in Clearwater, Florida, with 5 years in the industry. Derek joined Merrill in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 444 advisors with offices in Clearwater, and one of 394 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office26301 US Highway 19 N, Clearwater, FL 33761
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment 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
- 2021 – nowMerrillCurrent firm
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?
- 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 Merrill at (800) 637-7455 and ask for Derek Holstein. Derek works from the Clearwater, FL office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2021, about 5 years. 5 years in the industry.
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?
Merrill 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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