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Derek Eddy

Investment adviser representative at SilverLake Wealth Management in Williston, VT

Investment adviser and broker registrationsUpdated

Derek Eddy is an investment adviser representative at Silverlake Wealth Management LLC, an investment adviser managing $849M, and works from its Williston, VT office. Derek Eddy has been registered through SilverLake Wealth Management since 6 January 2017, has 17 years in the industry across 2 firms and has passed the Series 7 and Series 66.

17
Years in industry
9
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Derek Eddy has been an investment adviser representative at SilverLake Wealth Management since January 2017, and is not listed among the firm’s executive officers or direct owners.

Silverlake Wealth Management LLC is a Williston, VT firm with $849M under management, 1,072 clients and 11 advisers across 5 offices, as of its July 2026 filing.

Derek Eddy’s longest registration is the current one, 13 years at SilverLake Wealth Management since 2012. Before joining SilverLake Wealth Management in 2017, Derek Eddy was registered through Wells Fargo Advisors Financial Network, LLC.

  1. – present · 13 years
    Williston, VT · Adviser representative · Firm CRD 165525
  2. Wells Fargo Advisors Financial Network, LLC
    – · 2 years
    Williston, VT · Adviser representative · Firm CRD 11025

Credentials and registrations

Investment adviser representative registrations

Derek Eddy is registered as an investment adviser representative in Vermont, since January 2017.

  • VermontSince 6 January 2017

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 664 December 2009
Name
Uniform Combined State Law Examination
Series 730 June 2009
Name
General Securities Representative Examination

Key facts

Full name
Derek Guy Eddy
CRD
5648908
Office
33 BLAIR PARK ROAD, SUITE 100, Williston, VT 05495
Registration
Investment adviser and broker registrations
In the industry since
June 2009
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Derek Eddy work?

Derek Eddy is an investment adviser representative registered through Silverlake Wealth Management LLC since January 2017, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Derek Eddy a financial advisor?

Yes. Derek Eddy has a current investment-adviser registration in Vermont, through SilverLake Wealth Management since January 2017.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Derek Eddy have?

Derek Eddy has 17 years in the financial industry, since June 2009, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Derek Eddy passed?

Derek Eddy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2009. FINRA credited Derek Eddy with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Derek Eddy work before SilverLake Wealth Management?

Before SilverLake Wealth Management, Derek Eddy was registered through Wells Fargo Advisors Financial Network, LLC, December 2009 to December 2012.

Source: IAPD individual record, checked 24 October 2026

Where is Derek Eddy based?

Derek Eddy’s registered office is in Williston, VT.

Source: IAPD individual record, checked 24 October 2026

Is Derek Eddy registered with FINRA?

Yes. Derek Eddy has a current broker registration, under CRD 5648908.

Source: FINRA BrokerCheck

How can I verify Derek Eddy’s record?

Search CRD 5648908 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Derek Eddy’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at SilverLake Wealth Management

Sources

  1. IAPD individual record, CRD 5648908, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Silverlake Wealth Management LLC, filed 1 July 2026. Executive officers and direct owners; this person is not among them.