Drewry Isaacson, financial advisor Naples FL

Drewry Isaacson

CRD Number: 6303391
Current Firm: Cwa Asset Management Group

Drewry Isaacson (CRD# 6303391) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 9 years of experience in the finance industry. Drewry Isaacson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cwa Asset Management Group Naples, FL Jan 2023 - Current 1
Fifth Third Securities Cornelius, NC Sep 2020 - Current 3
Fifth Third Bank Cornelius, NC Sep 2020 - Current 3
Bb&t Gastonia, NC Jan 2019 - Current 5
Bbtis Charlotte, NC Jun 2018 - Current 5
Bb&t Gastonia, NC Jun 2018 - Sep 2020 2
Bb&t Gastonia, NC Jun 2018 - Jan 2019 < 1
Fifth Third Bank Cornelius, NC Mar 2016 - Jun 2018 2
Fifth Third Securities Charlotte, NC Jan 2014 - Jun 2018 4
Fifth Third Bank Huntersville, NC May 2015 - Mar 2016 < 1
Fifth Third Bank Charlotte, NC Jul 2012 - May 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Drewry Isaacson
Phone Number: 239-434-7434
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,178
    MILLIONS
  • Total Number of Accounts
    1,333
    ACCOUNTS
  • Average Account Value
    $1,633,867
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI, WV

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