Michael DrewCRD Number: 5237766
Current Firm: Wells Fargo Clearing Services, LLC
Michael Drew (CRD# 5237766) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Wells Fargo Clearing Services LLC||Richmond, VA||Sep 2017 - Current||5|
|Citizens Bank||Glen Allen, VA||Mar 2014 - Sep 2017||3|
|Unemployed||Midlothian, VA||Oct 2013 - Mar 2014||< 1|
|Treliant Risk Advisors||Washington, DC||Jul 2012 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2017|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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