DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Derek Tyghe Carstens

Strategic Advisers LLCnational BDFairfax, Va dual registrantIAPD 7205537

Certified Financial Planner

Feed of 09/14/2026

Also filed as Derek Tyghe Carstens

At current firm

1 y

since Aug 28, 2025

In the industry

12 y

since May 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Aug 28, 2025 · Bethesda, Md
Cw Advisors, LLC independent RIA
May 1, 2025 to Jul 30, 2025 · Fairfax, Va
Wolf Group Capital Advisors former
Jun 25, 2024 to May 2, 2025 · Fairfax, Va
Citigroup Global Markets Inc. BD affiliated
Aug 15, 2022 to Apr 5, 2024 · Washington, Dc
Bancwest Investment Services, Inc. (Bwis) former
Feb 27, 2020 to May 9, 2022 · Niwot, Co

Moves

a registration end followed by a registration begin elsewhere

Cw Advisors, LLC to Strategic Advisers LLC
left Jul 30, 2025, registered Aug 28, 2025 (29 days) · RIA to affiliated broker-dealer or bank
Wolf Group Capital Advisors to Cw Advisors, LLC
left May 2, 2025, registered May 1, 2025 (-1 days) · RIA to RIA · moved with a team
Citigroup Global Markets Inc. to Wolf Group Capital Advisors
left Apr 5, 2024, registered Jun 25, 2024 (81 days) · Affiliated broker-dealer or bank to independent RIA
Bancwest Investment Services, Inc. (Bwis) to Citigroup Global Markets Inc.
left May 9, 2022, registered Aug 15, 2022 (98 days) · Affiliated broker-dealer or bank to another

Signals

Derek Tyghe Carstens left Cw Advisors, Llc for Strategic Advisers Llc (registered 2025-08-28)
Jul 30, 2025 · Advisor changed firm · fact
Derek Tyghe Carstens left Wolf Group Capital Advisors for Cw Advisors, Llc (registered 2025-05-01)
May 2, 2025 · Advisor changed firm · fact
Derek Tyghe Carstens left Citigroup Global Markets Inc. for Wolf Group Capital Advisors (registered 2024-06-25)
Apr 5, 2024 · Advisor changed firm · fact
Derek Tyghe Carstens left Bancwest Investment Services, Inc. (Bwis) for Citigroup Global Markets Inc. (registered 2022-08-15)
May 9, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address