Richard Drew, financial advisor Boston MA
93 score

Richard Drew

CRD Number: 3136263
Current Firm: Wells Fargo Funds Management, LLC

Richard Drew (CRD# 3136263) is an Investment Advisor Representative working at Wells Fargo Funds Management, LLC in Boston, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Distributor, LLC New York, NY Feb 2010 - Current 6
Unemployed Charlotte, NC Jan 2010 - Feb 2010 < 1
Evergreen Investments LLC Charlotte, NC Jul 2007 - Dec 2009 2
Evergreen Investments Charlotte, NC Feb 2004 - Jul 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Richard H. Drew
Phone Number: 415-396-6122
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    244,810
    MILLIONS
  • Total Number of Accounts
    3,641
    ACCOUNTS
  • Average Account Value
    $67,237,085
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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