Drewry Isaacson

CWA ASSET MANAGEMENT GROUP

Charlotte, NC 28209

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CRD#: 6303391

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.

B&B BUILDERS OF THE CAROLINAS POSITION: Signator NATURE: The Business is a residential Construction Company that specializes in flipping properties and Renting residential homes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2014 ADDRESS: 5216 Providence Country Club Dr., Charlotte NC 28277 Smoak Holdings LLC; Investment Related; Charlotte NC; Rental Real Estate Holdings; Owner; Owner/Operator; 08/01/2024; 2 hours/month; 0 hours/trading hours; Investor

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.

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

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.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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 65

Date: 11/2/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/18/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

SEC notice filing (53 States and Territories)

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 Accounts	4,702
AUM (Assets Under Management)	$ 4,065,327,201

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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Drewry Isaacson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drewry Isaacson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

CWA ASSET MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2016

Series 63

Date: 4/30/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2018

Series 6

Date: 3/18/2014

Current Firm

CWA ASSET MANAGEMENT GROUP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CWA ASSET MANAGEMENT GROUP

TRUST BUT VERIFY

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