Nicholas R. Drew

DREW WEALTH MANAGEMENT

PORTSMOUTH, NH 03801

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CRD#: 5672296

Professional summary

Nicholas Robert Drew, who also goes by Nicholas R Drew Mr., Nicholas R Drew, Nick R Drew, is a registered financial advisor currently at DREW WEALTH MANAGEMENT located in Portsmouth, New Hampshire.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Nicholas has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas R Drew Mr. | Nicholas R Drew | Nick R Drew

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.

Drew Wealth Management/investment-related/Portsmouth, NH/investment advisor/owner and investment adviser representative/approximately 40 hours per month and during trading hours Capital Design Private Wealth, LLC This business is investment related 56 Partridge Hill Road Newfields NH 03856 Investment Advisor Representative Founder, Advisor June 2021 the approximate number of hours: 10 per week the number of hours you devote to the other business during securities trading hours; 2 per day Wealth Management that includes Financial Planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Robert Drew's 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

August 28, 2024 - Present

DREW WEALTH MANAGEMENT

Office #1: 36 Maplewood Ave, Portsmouth, NH 03801

RIA

CRD#: 332366

PORTSMOUTH, NH

Past

June 8, 2021 - November 20, 2024

CAPITAL DESIGN PRIVATE WEALTH LLC

RIA

CRD#: 300472

PORTSMOUTH, NH

Past

July 13, 2018 - June 18, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

January 5, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

June 8, 2011 - June 11, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

August 25, 2009 - April 8, 2011

EDWARD JONES

RIA

CRD#: 250

ELIOT, ME

Past

July 20, 2009 - April 8, 2011

EDWARD JONES

CRD#: 250

ELIOT, ME

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

Florida
(10/15/2024)

IAR

Louisiana
(11/22/2024)

IAR

New Hampshire
(8/28/2024)

IAR

Texas
(9/13/2024)

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 66

Date: 7/31/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2009

General Securities Representative Examination

Current Firm

DREW WEALTH MANAGEMENT

DREW WEALTH MANAGEMENT | DREW WEALTH MANAGEMENT LLC

CRD#: 332366 / SEC#:

Florida

Registered Investment Advisory firm - (10/15/2024 Approved)

Louisiana

Registered Investment Advisory firm - (11/22/2024 Approved)

New Hampshire

Registered Investment Advisory firm - (8/28/2024 Approved)

Texas

Registered Investment Advisory firm - (9/9/2024 Conditional Restricted)

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Contact information

Main Address

36 Maplewood Ave, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 507-6344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 75,023,555

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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Nicholas R. Drew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Robert Drew's CRS (Customer Relationship Summary).

Certified licenses

Experience

DREW WEALTH MANAGEMENT

CAPITAL DESIGN PRIVATE WEALTH LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/18/2009

Current Firm

DREW WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DREW WEALTH MANAGEMENT

TRUST BUT VERIFY

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