Osaic Wealth
23yrs
Top 11% by experience in Somerville
6yrs
Troy Gorman Derrick
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience6 years (since 2021)
How that compares ?More experience than 67% of advisors in Somerville
OfficeSomerville, MA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- Jan 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
- Sep 2021 – May 2023Commonwealth Financial NetworkPreviously
Questions to ask Troy
Tailored to Troy’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 Troy
How do I contact Troy?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Troy Gorman Derrick. Troy works from the Somerville, MA office.
How long has Troy been a financial advisor?
Troy has been in the industry since 2021, about 6 years. More experience than 67% of advisors in Somerville.
What licenses does Troy hold?
Series 66. Tap any license on this page to see what it allows.
Is Troy a fiduciary?
Troy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Troy paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Troy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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