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Senior Vice President · Heritage Investors Management Corp

Derek R. Stone

CRD 1783956 · Named on Form ADV at one SEC-registered adviser

At a glance

Heritage Investors Management Corp, an SEC-registered wealth manager based in Bethesda, MD with $4.6 billion in regulatory assets, lists Derek R. Stone on its Form ADV as Senior Vice President.

Firms and roles

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Derek’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Derek on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.