George C. Drawbaugh

GRANTVEST FINANCIAL GROUP LLC

Matawan, NJ 07747

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CRD#: 1544300

Professional summary

George Charles Drawbaugh, who also goes by Chuck Drawbaugh, G. Charles Drawbaugh, is a registered financial advisor currently at GRANTVEST FINANCIAL GROUP LLC located in Matawan, New Jersey.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. George has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chuck Drawbaugh | G. Charles Drawbaugh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Charles Drawbaugh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 1, 2023 - Present

GRANTVEST FINANCIAL GROUP LLC

Office #1: 106 Main Street Suite D, Matawan, NJ 07747

RIA

CRD#: 310272

Matawan, NJ

Past

October 24, 2018 - April 6, 2023

LIFEMARK SECURITIES CORP.

CRD#: 16204

Manasquan, NJ

Past

January 3, 2017 - October 24, 2018

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

February 14, 2011 - December 31, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

RUMSON, NJ

Past

February 18, 1998 - February 16, 2011

SUMMIT EQUITIES, INC.

CRD#: 11039

PARSIPPANY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRANTVEST FINANCIAL GROUP LLC

FEDRP | GRANTVEST FINANCIAL GROUP LLC

CRD#: 310272 / SEC#: 801-129847

RIA

Registered Investment Advisory firm - (4/8/2024 Approved)

Florida

Registered Investment Advisory firm - (4/17/2024 Terminated)

Maryland

Registered Investment Advisory firm - (4/23/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/17/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (4/18/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(5/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/26/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/18/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/17/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRANTVEST FINANCIAL GROUP LLC

FEDRP | GRANTVEST FINANCIAL GROUP LLC

CRD#: 310272 / SEC#: 801-129847

RIA

Registered Investment Advisory firm - (4/8/2024 Approved)

Florida

Registered Investment Advisory firm - (4/17/2024 Terminated)

Maryland

Registered Investment Advisory firm - (4/23/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/17/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (4/18/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2024 Terminated)

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Contact information

Main Address

106 Main Street Suite D, Matawan, NJ 07747

Mailing Address

Phone number

(732) 970-6659

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,100
AUM (Assets Under Management)	$ 170,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

George C. Drawbaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Charles Drawbaugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFEMARK SECURITIES CORP.

FORESTERS EQUITY SERVICES, INC.

SECURITIES AMERICA, INC.

SUMMIT EQUITIES, INC.

Primary Firm SEC Registration

GRANTVEST FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2023

Series 63

Date: 2/18/1998

SIE

Date: 10/1/2018

Series 6

Date: 2/17/1998

Current Firm

GRANTVEST FINANCIAL GROUP LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANTVEST FINANCIAL GROUP LLC

TRUST BUT VERIFY

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