Drew NemethCRD Number: 4520631
Current Firm: Great Valley Advisor Group, Inc.
Drew Nemeth (CRD# 4520631) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 15 years of experience in the finance industry.
Newbridge Wealth Management
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Great Valley Advisor Group Inc.||Doylestown, PA||Aug 2014 - Current||2|
|Linsco Private Ledger||Doylestown, PA||Dec 2007 - Current||9|
|Wachovia Securities, LLC||West Trenton, NJ||Dec 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management520MILLIONS
Total Number of Accounts3,438ACCOUNTS
Average Account Value$151,129
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI