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Cynthia Marshall Derso

Proactive Wealth Strategies, LLC

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About Cynthia Marshall Derso

Cynthia Derso is an investment advisor representative associated with Proactive Wealth Strategies, LLC, an independent investment advisor firm. Cynthia has over 20 years of experience in the financial services industry. Cynthia provides investment advisory services through Proactive Wealth Strategies, LLC. Cynthia is registered with the state of Georgia as an Investment Advisor Representative.

Firm Information

Cynthia Derso is currently registered with Proactive Wealth Strategies, LLC. Proactive Wealth Strategies, LLC is an investment advisor headquartered in Marietta, GA. They manage approximately $253,549,812 in assets for 381 clients, primarily high-net-worth individuals and other individuals. The firm offers financial planning and portfolio management services, and participates in wrap fee programs.
Proactive Wealth Strategies, LLC

533 JOHNSON FERRY ROAD BLDG. C

MARIETTA, GA 30068

$253.55M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cynthia Derso’s Registration & Firm History

GA

04/20/2022 - Present

Proactive Wealth Strategies, LLC (MARIETTA GA)

GA

05/18/2011 - 02/14/2018

INVEST FINANCIAL CORPORATION (MARIETTA GA)

GA

03/06/2007 - 05/18/2011

TRIAD ADVISORS, INC. (MARIETTA GA)

GA

05/03/2005 - 03/09/2007

1717 CAPITAL MANAGEMENT COMPANY (ATLANTA GA)

GA

02/21/2002 - 05/13/2005

TRIAD ADVISORS, INC. (ATLANTA GA)

GA

05/15/2000 - 02/26/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/22/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2014

Series 7 - General Securities Representative Examination

BC

Issued 10/23/2012

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 05/12/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Marshall Derso.
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