DG
Drew N. Graves
IDB LIDO WEALTH
NEW YORK, NY 10036
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CRD#: 6312372
DG
Professional summary
Drew Nmn Graves, who also goes by Drew Graves, is a registered financial advisor currently at IDB LIDO WEALTH, LLC located in New York, New York.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Drew has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Drew Graves
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.
Entity Name: Soaring Student, LLC Investment related: No Address: Private Residence Nature of the other business: Tutoring Position/Title/Relationship: Owner/Partner Start Date: 12/04/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be providing student tutoring for struggling students. I will also be providing consultation to help other tutors. *Now adding I will be helping men struggling with divorce, and others, with wellness and dating advice. This can include ecommerce items and books designed to help divorced men and others who are struggling. This is extremely important to me, I will receive minimal compensation and mostly philanthropic in nature. Entity Name: Soaring Student, LLC; Investment related: No; Address: Private Residence; Nature of the other business: Tutoring; Position/Title/Relationship: Owner/Partner; Start Date: 09/15/2015; Approximate # of hours a week: 0-10 hours; Approximate # of hours during securities trading hours: 0; Briefly describe your duties: I provide tutoring to facilitate academic and social skills success to struggling students and those wanting to excel scholastically and consulting to help other tutors. I also help divorced men and others with wellness and dating advice, which can include ecommerce items and books.
CRS (Client Relationship Summary) - RIA
Click below to view Drew Nmn Graves'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
June 27, 2025 - Present
IDB LIDO WEALTH, LLC
Office #1: 1114 6th Avenue 9th Floor, New York, NY 10036RIA
CRD#: 322488
NEW YORK, NY
Past
October 19, 2020 - June 24, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
April 4, 2014 - June 24, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
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".
IL
IDB LIDO WEALTH, LLC
IDB LIDO WEALTH, LLC
CRD#: 322488 / SEC#: 801-126779
RIA
Registered Investment Advisory firm - (12/5/2022 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.Highlighted states indicate IAR registrations
IAR
California(6/27/2025)
IAR
Florida(7/14/2025)
IAR
New Jersey(6/27/2025)
IAR
New York(6/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/18/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
IL
IDB LIDO WEALTH, LLC
IDB LIDO WEALTH, LLC
CRD#: 322488 / SEC#: 801-126779
RIA
Registered Investment Advisory firm - (12/5/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1114 6th Avenue 9th Floor, New York, NY, 10036
Mailing Address
Phone number
(646) 839-9793
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 235 |
| AUM (Assets Under Management) | $ 337,969,288 |
Red Flags
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