Investment adviser representative · Xypn Sapphire
Derek T. Merkler
CRD 6742666 · Georgetown, KY
At a glance
Derek T. Merkler is an investment adviser representative with Xypn Sapphire in Georgetown, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Derek’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Xypn SapphireSince August 2024Georgetown, KY · $1.3B in regulatory assets
- NectarineSince April 2025Georgetown, KY · $0M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Derek’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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