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Deryk Cherubini

Safeguard Investment Advisory Group, LLC

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About Deryk Cherubini

Deryk Cherubini is an investment advisor representative at Safeguard Investment Advisory Group, LLC. Deryk has been in the financial services industry since 2011. Prior to joining Safeguard Investment Advisory Group, LLC, Deryk worked at LPL Financial LLC and U.S. Bancorp Investments, Inc. Deryk holds the Series 6, 7, and 63 securities licenses as well as the Series 65 Investment Advisor license. Deryk provides financial planning and portfolio management services to individuals and families. Deryk also has experience working with pension plans, corporations, and charitable organizations.

Firm Information

Deryk Cherubini is currently registered with Safeguard Investment Advisory Group, LLC. Safeguard Investment Advisory Group, LLC is a financial advisory firm located in Corona, California. They offer financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They have over $454 million in regulatory assets under management and are registered with the SEC.
Safeguard Investment Advisory Group, LLC

4160 TEMESCAL CANYON ROAD

CORONA, CA 92883

$454.56M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Deryk Cherubini’s Registration & Firm History

CA

03/18/2024 - Present

Safeguard Investment Advisory Group, LLC (CORONA CA)

CA

09/04/2020 - 04/02/2024

LPL FINANCIAL LLC (CARLSBAD CA)

CA

05/15/2012 - 09/10/2020

U.S. BANCORP INVESTMENTS, INC. (CARLSBAD CA)

CA

07/27/2011 - 05/22/2012

UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 04/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/26/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deryk Cherubini.
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