DC
Drew J. Crovello
T.R. WINSTON & COMPANY
New York, NY 10007
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CRD#: 6212982
DC
Professional summary
Drew James Crovello is a registered financial professional currently at T.R. WINSTON & COMPANY, LLC located in New York, New York.
Drew is registered as a RR (Registered Representative) and started their career in finance in 2016. Drew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Drew James Crovello'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®
NoneExperience
Current
May 16, 2025 - Present
T.R. WINSTON & COMPANY, LLC
Office #1: 7 Wtc 250 Greenwich Street Suite 4612, New York, NY, 10007BD
CRD#: 10571
New York, NY
Past
April 25, 2022 - May 28, 2025
ARCADIA SECURITIES, LLC
BD
CRD#: 44656
New York, NY
Past
September 29, 2020 - April 20, 2022
THINKEQUITY LLC
BD
CRD#: 20996
New York, NY
Past
March 20, 2017 - October 8, 2019
NEUBERGER BERMAN BD LLC
RIA
CRD#: 2908
NEW YORK, NY
Past
December 12, 2016 - October 8, 2019
NEUBERGER BERMAN BD LLC
BD
CRD#: 2908
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(5/16/2025)
RR
Alaska(5/16/2025)
RR
Arizona(5/16/2025)
RR
Arkansas(5/16/2025)
RR
California(5/16/2025)
RR
Colorado(5/16/2025)
RR
Connecticut(5/16/2025)
RR
Delaware(5/16/2025)
RR
District of Columbia(5/16/2025)
RR
Florida(5/16/2025)
RR
Georgia(5/16/2025)
RR
Hawaii(5/16/2025)
RR
Idaho(5/16/2025)
RR
Illinois(5/16/2025)
RR
Indiana(5/16/2025)
RR
Iowa(5/16/2025)
RR
Kansas(5/16/2025)
RR
Kentucky(5/16/2025)
RR
Louisiana(5/16/2025)
RR
Maine(5/16/2025)
RR
Maryland(5/16/2025)
RR
Massachusetts(5/16/2025)
RR
Michigan(5/16/2025)
RR
Minnesota(5/16/2025)
RR
Mississippi(5/16/2025)
RR
Missouri(5/16/2025)
RR
Montana(5/16/2025)
RR
Nebraska(5/16/2025)
RR
Nevada(5/16/2025)
RR
New Hampshire(5/16/2025)
RR
New Jersey(5/16/2025)
RR
New Mexico(5/16/2025)
RR
New York(5/16/2025)
RR
North Carolina(5/16/2025)
RR
North Dakota(5/16/2025)
RR
Ohio(5/17/2025)
RR
Oklahoma(5/16/2025)
RR
Oregon(5/16/2025)
RR
Pennsylvania(5/16/2025)
RR
Rhode Island(5/16/2025)
RR
South Carolina(5/16/2025)
RR
South Dakota(5/16/2025)
RR
Tennessee(5/16/2025)
RR
Texas(5/16/2025)
RR
Utah(5/16/2025)
RR
Vermont(5/16/2025)
RR
Virginia(5/16/2025)
RR
Washington(5/16/2025)
RR
West Virginia(5/16/2025)
RR
Wisconsin(5/16/2025)
RR
Wyoming(5/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
TW
T.R. WINSTON & COMPANY, LLC
T.R. WINSTON & COMPANY, INC. | T.R. WINSTON & COMPANY, LLC
CRD#: 10571 / SEC#: , 8-27519
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
376 Main Street, Bedminster, NJ 07921-2613
Mailing Address
P.o. Box 74 376 Main Street, Bedminster, NJ 07921
Phone number
(908) 234-0300
Established
Delaware since 08/18/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RUNNELS, G TYLER | DIRECTOR, CHAIRMAN AND CEO | 1415264 |
| KANG, KAREN | EXECUTIVE VICE PRESIDENT AND ROSFP | 4367718 |
| CRISWELL, JEFFREY LENOX SR | VICE PRESIDENT, SECRETARY, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 2121440 |
| HEMEDES, STEPHEN NATHANIEL | MUNICIPAL PRINCIPAL AND HEAD TRADER | 6870830 |
| SANCIO, GALE ANN | ASSISTANT SECRETARY, ROSFP | 1121258 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 5 |
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.
