Derek Podolak has been an investment adviser representative at Solyco Wealth since November 2025, and is not listed among the firm’s executive officers or direct owners.
Solyco Wealth LLC is a Birmingham, MI firm with $116M under management, 158 clients and 4 advisers across 4 offices, as of its September 2026 filing.
Derek Podolak is Principal of Solyco Wealth, based in the Pittsburgh area. He leads strategic growth initiatives and delivers financial planning solutions. Before joining Solyco Wealth, he was Managing Partner of Affinity Wealth Management Group. Earlier he was a Wealth Advisor with iFinancial Services Group and spent 18 years as Vice President and Financial Consultant with Citizens Investment Services.
Derek Podolak’s longest registration was 12 years at Citizens Securities, Inc. (2004–2017). Before joining Solyco Wealth in 2025, Derek Podolak was registered through LPL Financial LLC and Gladstone Wealth Partners.
- Solyco Wealth LLCCurrent– present · under a yearCanonsburg, PA · Adviser representative · Firm CRD 314981
- LPL Financial LLC– · 1 yearCanonsburg, PA · Adviser representative · Firm CRD 6413
- Gladstone Wealth Partners– · 2 yearsCanonsburg, PA · Adviser representative · Firm CRD 250787
- LPL Financial LLC– · 6 yearsCanonsburg, PA · Adviser representative · Firm CRD 6413
- Citizens Securities, Inc.– · 12 yearsPittsburgh, PA · Adviser representative · Firm CRD 39550
Investment adviser representative registrations
Derek Podolak is registered as an investment adviser representative in 10 states. The first approvals date from November 2025; the most recent is Illinois, in May 2026.
- CaliforniaSince 20 November 2025
- FloridaSince 23 December 2025
- IllinoisSince 28 May 2026
- LouisianaSince 27 March 2026
- MarylandSince 11 May 2026
- MichiganSince 30 March 2026
- North CarolinaSince 11 May 2026
- OhioSince 5 March 2026
- PennsylvaniaSince 27 March 2026
- TexasSince 20 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 31 July 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2004 |
| Series 7 | General Securities Representative Examination | 19 December 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 January 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Derek J Podolak
- CRD
- 4316217
- Firm
- Solyco Wealth · CRD 314981
- Office
- 2400 Ansys Dr., Ste 400, Canonsburg, PA 15317
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- solycowealth.com
Where does Derek Podolak work?
Derek Podolak is an investment adviser representative registered through Solyco Wealth LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Derek Podolak a financial advisor?
Yes. Derek Podolak has a current investment-adviser registration in California, Florida, Illinois, Louisiana, Maryland, Michigan, North Carolina, Ohio, Pennsylvania and Texas, through Solyco Wealth since November 2025.
How many years of experience does Derek Podolak have?
Derek Podolak has 25 years in the financial industry, since December 2000, across 4 adviser firms.
What exams has Derek Podolak passed?
Derek Podolak has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in December 2000. FINRA credited Derek Podolak with the SIE, which began in October 2018.
Where did Derek Podolak work before Solyco Wealth?
Before Solyco Wealth, Derek Podolak was registered through LPL Financial LLC, August 2024 to November 2025; Gladstone Wealth Partners, April 2023 to November 2025; LPL Financial LLC, July 2017 to December 2023; Citizens Securities, Inc., December 2004 to July 2017.
Where is Derek Podolak based?
Derek Podolak’s registered office is in Canonsburg, PA.
Is Derek Podolak registered with FINRA?
Yes. Derek Podolak has a current broker registration, under CRD 4316217.
Source: FINRA BrokerCheck
How can I verify Derek Podolak’s record?
Search CRD 4316217 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Derek Podolak’s full registration record.
