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Evan P. Drury
KESTRA ADVISORY SERVICES
FAIRFIELD, NJ 07004
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CRD#: 5903538
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Professional summary
Evan P Drury MR, ChFC®, who also goes by Evan P Drury, Evan Patrick Drury, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fairfield, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Fairfield, New Jersey.
Evan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Evan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evan P Drury | Evan Patrick Drury
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.
Business Name: US Financial Services Investment Related: Yes Address: 375 Passaic Ave Fairfield NJ 07004 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Employee Start Date: 10/6/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Create Financial Plans KESTRA ADVISORY SERVICES LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/14/2014 ADDRESS: 5707 Southwest Pkwy, Building 2 suite 400, Austin TX 78735, United States DESCRIPTION: Monitor financial plans for clients Maintain notes Follow up with clients and nuture the long-term relationship
CRS (Client Relationship Summary) - RIA
Click below to view Evan P Drury MR'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®
Experience
Current
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 375 Passaic Ave, Fairfield, NJ 07004RIA
CRD#: 283330
FAIRFIELD, NJ
Current
October 27, 2014 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 375 Passaic Ave, Fairfield, NJ 07004BD
CRD#: 42046
Fairfield, NJ
Past
October 27, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
March 27, 2014 - October 6, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WAYNE, NJ
Past
March 15, 2013 - October 6, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WAYNE, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(2/10/2025)
RR
Connecticut(2/4/2025)
RR
Delaware(1/8/2025)
RR
District of Columbia(1/8/2025)
RR
Florida(9/28/2017)
RR
Georgia(1/29/2025)
RR
Indiana(10/25/2024)
RR
Maryland(8/13/2025)
RR
Massachusetts(1/8/2025)
RR
Nevada(1/8/2025)
RR
New Hampshire(2/3/2017)
RR
New Jersey(10/27/2014)
IAR
New Jersey(4/21/2016)
RR
New York(5/24/2022)
RR
North Carolina(12/23/2024)
RR
Pennsylvania(10/8/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
