Brian Deroy

Brian DeRoy currently serves as the Manager of Transitions at NewEdge Advisors, where responsibilities include coordinating all aspects of transitions to the RIA platform. Prior experience includes roles as Client Services Manager III and Client Services Manager at Fidelity Investments, and a Relationship Specialist at Americana Partners. At Charles Schwab, Brian worked as a Senior Transition Specialist, focusing on facilitating transitions for Investment Advisors and ensuring excellent service. Brian also held senior positions at TD Ameritrade Institutional, where responsibilities included managing relationship services and onboarding processes for Advisors. Earlier career roles involved retirement planning and investment advising at Fidelity Investments, along with positions in sales at Staples and D&H Distributing.