Derek Liberti has been an investment adviser representative at Wealth Effects since June 2025, and is not listed among the firm’s executive officers or direct owners.
Wealth Effects LLC is a Boston, MA firm with $472M under management, 602 clients and 9 advisers across 11 offices, as of its February 2026 filing.
Investment adviser representative registrations
Derek Liberti is registered as an investment adviser representative in Massachusetts, since June 2025.
- MassachusettsSince 5 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Derek Chase Liberti
- CRD
- 8069164
- Firm
- Wealth Effects · CRD 315244
- Office
- 265 FRANKLIN STREET, SUITE 1702, Boston, MA 02110
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Derek Liberti work?
Derek Liberti is an investment adviser representative registered through Wealth Effects LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Derek Liberti a financial advisor?
Yes. Derek Liberti has a current investment-adviser registration in Massachusetts, through Wealth Effects since June 2025.
How many years of experience does Derek Liberti have?
Derek Liberti has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Derek Liberti passed?
Derek Liberti passed the Series 65 in June 2025.
Where is Derek Liberti based?
Derek Liberti’s registered office is in Boston, MA.
Is Derek Liberti registered with FINRA?
No. Derek Liberti has no current broker registration.
How can I verify Derek Liberti’s record?
Search CRD 8069164 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Liberti’s full registration record.