Drew Catanese, financial advisor Tampa FL
90 score

Drew Catanese

CRD Number: 6253770
Current Firm: Mml Investors Services, LLC

Drew Catanese (CRD# 6253770) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tampa, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Tampa, FL Mar 2017 - Current 1
Msi Financial Services Inc. Tampa, FL Jan 2017 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Austin, TX May 2014 - Jan 2017 2
Waddell & Reed, Inc. Austin, TX Sep 2013 - Jan 2017 3
Sons Of Italy Festival Columbia, SC Aug 2015 - May 2016 < 1
King's Grant Swim Team Columbia, SC May 2015 - May 2016 1
Hammond School Columbia, SC Aug 2011 - Aug 2014 3
Student Madrid, Jul 2010 - Aug 2011 1
Norfolk Academy Norfolk, VA Aug 2005 - Jul 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Drew F. Catanese
Phone Number: (413)737-8400
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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