Derek Guglielmi
Advanced Capital Advisors · Fairfield, Connecticut
Derek Guglielmi is a fee-only financial advisor at Advanced Capital Advisors in Fairfield, Connecticut, who holds the CFA credential. Advanced Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Advanced Capital Advisors |
|---|---|
| Based in | Fairfield, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $173M across 201 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 8289342 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | advancedcapitaladvisors.com |
How Derek's firm compares
- Advanced Capital Advisors's average account is about $861,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Derek
Is Derek Guglielmi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Advanced Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Advanced Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Derek Guglielmi based?
Derek Guglielmi is based in Fairfield, Connecticut.
What credentials does Derek Guglielmi hold?
Derek Guglielmi holds the CFA credential.
Is Derek Guglielmi registered with the SEC?
Yes. Derek Guglielmi is registered as an investment adviser representative in CT (CRD 8289342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advanced Capital Advisors manage?
Advanced Capital Advisors reports $173M across 201 accounts in assets under management.
How do I contact Derek Guglielmi?
Through Derek's website, advancedcapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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