Robert E. Drury
Professional summary
Robert Edward Drury, CFP®, who also goes by Bob Edward Drury, Robert E Drury, is a registered financial advisor currently at 7PW WEALTH, LLC located in Charlotte, North Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Edward Drury's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 2025 - Present
7PW WEALTH, LLC
May 25, 2018 - August 30, 2018
THE LEADERS GROUP, INC.
March 8, 2017 - May 13, 2021
ALPHASTAR CAPITAL MANAGEMENT
February 10, 2016 - September 26, 2016
MSI FINANCIAL SERVICES, INC.
December 17, 2013 - December 14, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
December 17, 2013 - December 14, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 8, 2011 - May 8, 2012
UVEST FINANCIAL SERVICES GROUP, INC.
August 25, 2010 - November 18, 2013
LPL FINANCIAL LLC
August 25, 2010 - November 18, 2013
LPL FINANCIAL LLC
November 2, 2009 - August 19, 2010
VANGUARD ADVISERS, INC.
October 17, 2005 - August 19, 2010
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/19/2025)
Exams
Current Firm
7PW WEALTH, LLC
CRD#: 323511 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 102 |
| AUM (Assets Under Management) | $ 29,693,196 |
Red Flags
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