Drew J. Collins

MAGNUS FINANCIAL GROUP

Bedford Corners, NY

Some features on this profile are disabled

CRD#: 1814583

Professional summary

Drew Justin Collins, who also goes by Drew J Collins, is a registered financial advisor currently at MAGNUS FINANCIAL GROUP LLC located in Bedford Corners, New York.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Drew has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew J Collins

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 Drew Justin Collins'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 4, 2022 - Present

MAGNUS FINANCIAL GROUP LLC

RIA

CRD#: 289423

Bedford Corners, NY

Past

February 14, 2020 - April 22, 2022

GREENWICH INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 127161

STAMFORD, CT

Past

August 7, 1995 - October 29, 1999

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Past

June 30, 1994 - June 5, 1995

NATIXIS SECURITIES AMERICAS LLC

CRD#: 1101

NEW YORK, NY

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".

MAGNUS FINANCIAL GROUP LLC

CRD#: 289423 / SEC#: 801-111093

RIA

Registered Investment Advisory firm - (9/4/2017 Approved)

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 York
(5/4/2022)

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

Series 63

Date: 1/16/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/29/1994

General Securities Representative Examination

Current Firm

MAGNUS FINANCIAL GROUP LLC

CRD#: 289423 / SEC#: 801-111093

RIA

Registered Investment Advisory firm - (9/4/2017 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

90 Park Avenue Suite 1800, New York, NY 10016

Mailing Address

Phone number

(800) 339-1367

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAGNUS FINANCIAL GROUP LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,313
AUM (Assets Under Management)	$ 1,945,865,246

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Drew J. Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Justin Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAGNUS FINANCIAL GROUP LLC

GREENWICH INVESTMENT MANAGEMENT, INC.

FEDERATED SECURITIES CORP.

NATIXIS SECURITIES AMERICAS LLC

Primary Firm SEC Registration

MAGNUS FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/16/1995

Series 7

Date: 6/29/1994

Current Firm

MAGNUS FINANCIAL GROUP LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAGNUS FINANCIAL GROUP LLC

TRUST BUT VERIFY

Similar Advisors