Travis Dragan, financial advisor Cleveland OH
90 score

Travis Dragan

CRD Number: 5984693
Current Firm: Boyd Watterson Asset Management, LLC

Travis Dragan (CRD# 5984693) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Boyd Watterson Asset Management, LLC Cleveland, OH Sep 2011 - Current 5
First Merit Bank Akron, OH May 2011 - Sep 2011 < 1
N/a Canton, OH Sep 2001 - Aug 2011 9
Summit Racing Equipment Tallmadge, OH Jun 2007 - Jun 2008 1
Friendly's Restaurant Canton, OH Mar 2005 - Jun 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Travis E. Dragan
Phone Number: 216-771-3450
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    6,363
    MILLIONS
  • Total Number of Accounts
    1,786
    ACCOUNTS
  • Average Account Value
    $3,562,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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