Primerica Advisors
44yrs
Top advisor by experience in Lakewood
6yrs
Derek Devon is a fiduciary financial advisor in Lakewood, Colorado, with 6 years in the industry. Derek joined Strategic Advisers in 2025, after five 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 315 advisors with offices in Lakewood, and one of 296 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office343 S Teller St, Lakewood, CO 80226
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
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Derek
(617) 563-7000Firm headquarters in Boston, MA. Ask for Derek. 343 S Teller StLakewood, CO 80226Office · Get directions
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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 Strategic Advisers at (617) 563-7000 and ask for Derek Devon. Derek works from the Lakewood, CO office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2020, about 6 years. 6 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?
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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