Derek Doo has been Managing Member of Wealthcare Investment Partners since June 2020, is a control person of the firm and directly owns between 25% and 50% of it. Derek Doo holds a Bachelor of Science in Business Administration in Accounting from Merrimack College.
Wealthcare Investment Partners LLC is a Portsmouth, RI firm with $860M under management, 1,853 clients and 5 advisers across 2 offices, as of its August 2026 filing.
Derek D. Doo is Managing Partner and Investment Management Advisor of WealthCare Investment Partners. His primary focus is comprehensive financial planning and retirement services for individuals and corporations, and he works on group retirement plans (401K, 403B and 457), providing plan design and implementation assistance. Earlier he held senior financial management positions at Sycamore Networks, Cisco Systems, GeoTel Communications and Interleaf, Inc., and worked in the Business Assurance Group at PricewaterhouseCoopers.
Derek Doo’s longest registration was 15 years at LPL Financial LLC (2005–2020). Before joining Wealthcare Investment Partners in 2020, Derek Doo was registered through LPL Financial LLC and MML Investors Services, Inc.
- – present · 6 yearsSmithfield, RI · Adviser representative · Firm CRD 296475
- LPL Financial LLC– · 15 yearsProvidence, RI · Adviser representative · Firm CRD 6413
- MML Investors Services, Inc.– · 2 yearsProvidence, RI · Adviser representative · Firm CRD 10409
Professional designations
Listed by Wealthcare Investment Partners
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Derek Doo is registered as an investment adviser representative in 2 states. Each was approved in July 2020.
- Rhode IslandSince 13 July 2020
- TexasSince 1 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 January 2002 |
| Series 7 | General Securities Representative Examination | 3 January 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Derek Domoon Doo
- CRD
- 4456911
- Firm
- Wealthcare Investment Partners · CRD 296475
- Role
- Managing Member
- Office
- 690 Douglas Pike, Smithfield, RI 02917
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wcipllc.com
Where does Derek Doo work?
Derek Doo has been Managing Member of Wealthcare Investment Partners LLC since June 2020, and is a control person of the firm.
Is Derek Doo a financial advisor?
Yes. Derek Doo has a current investment-adviser registration in Rhode Island and Texas, through Wealthcare Investment Partners since July 2020.
How many years of experience does Derek Doo have?
Derek Doo has 24 years in the financial industry, since January 2002, across 3 adviser firms.
What exams has Derek Doo passed?
Derek Doo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2002. FINRA credited Derek Doo with the SIE, which began in October 2018.
Where did Derek Doo work before Wealthcare Investment Partners?
Before Wealthcare Investment Partners, Derek Doo was registered through MML Investors Services, Inc., August 2002 to February 2005.
Where is Derek Doo based?
Derek Doo’s registered office is in Smithfield, RI.
Is Derek Doo registered with FINRA?
Yes. Derek Doo has a current broker registration, under CRD 4456911.
Source: FINRA BrokerCheck
How can I verify Derek Doo’s record?
Search CRD 4456911 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Derek Doo’s full registration record.
