AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DI

Drewry Isaacson

CWA ASSET MANAGEMENT GROUP
Charlotte, NC 28209
Some features on this profile are disabled
CRD#: 6303391
DI

Professional summary

Drewry Isaacson, CFP®, who also goes by Drew R Isaacson, Drew Randolph Isaacson, Drewry Randolph Isaacson, is a registered financial advisor currently at CWA ASSET MANAGEMENT GROUP located in Charlotte, North Carolina.

Drewry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Drewry has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Drew R Isaacson | Drew Randolph Isaacson | Drewry Randolph Isaacson

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 Drewry Isaacson'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®
CFP®

Certified Financial Planner

Experience

Current

January 6, 2023 - Present

CWA ASSET MANAGEMENT GROUP

Office #1: 4201 Congress Street Suite 250, Charlotte, NC 28209
RIA
CRD#: 158940
Charlotte, NC
Past

September 30, 2020 - January 6, 2023

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CORNELIUS, NC
Past

September 30, 2020 - January 6, 2023

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CORNELIUS, NC
Past

June 7, 2018 - September 14, 2020

BB&T SECURITIES, LLC

RIA
CRD#: 142785
ROCK HILL, SC
Past

June 7, 2018 - September 14, 2020

BB&T SECURITIES, LLC

BD
CRD#: 142785
ROCK HILL, SC
Past

November 2, 2016 - June 8, 2018

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CORNELIUS, NC
Past

March 18, 2014 - June 8, 2018

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CORNELIUS, NC

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".
CA
CWA ASSET MANAGEMENT GROUP
BLUEHARBOR WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP, LLC | CWA ASSET MANAGEMENT GROUP | CAPITAL WEALTH ADVISORS

CRD#: 158940 / SEC#: 801-79715

RIA
Registered Investment Advisory firm - (5/22/2014 Approved)
Florida
Registered Investment Advisory firm - (5/23/2014 Terminated)
Nebraska
Registered Investment Advisory firm - (5/23/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (5/23/2014 Terminated)

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
North Carolina
(1/6/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/2/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/30/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/18/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CA
CWA ASSET MANAGEMENT GROUP
BLUEHARBOR WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP, LLC | CWA ASSET MANAGEMENT GROUP | CAPITAL WEALTH ADVISORS

CRD#: 158940 / SEC#: 801-79715

RIA
Registered Investment Advisory firm - (5/22/2014 Approved)
Florida
Registered Investment Advisory firm - (5/23/2014 Terminated)
Nebraska
Registered Investment Advisory firm - (5/23/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (5/23/2014 Terminated)
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
9130 Galleria Court Third Floor, Naples, FL 34109
Mailing Address
Phone number
(239) 434-7434
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CWA FORM ADV PART 2A (10/21/2025)

Regulatory assets under management

Total Number of Accounts4,702
AUM (Assets Under Management)$ 4,065,327,201

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/05/2025
Cover Page
Report
12/20/2024
Cover Page
Report
10/13/2023
Cover Page
Report
12/09/2022
Cover Page
Report

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.

Company Information

CWA ASSET MANAGEMENT GROUP

CRD#: 158940Charlotte, NC 28209

TRUST BUT VERIFY

Monitor Drewry Isaacson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

David Blair Thompson
David ThompsonAdvisorCheck Check Mark
SPARTA WEALTH PARTNERS
IAR
RR
CHARLOTTE, NC
Andrew Michael Pasquale Digirolamo
Andrew DigirolamoAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
Charlotte, NC
Jon Hoyle
Jon HoyleAdvisorCheck Check Mark
ZERO DAY CAPITAL ENTERPRISES LLC
PR
WEST POINT, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.