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Adam D. Drewry

MFG INVESTMENTS
Medford, NJ 08055
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CRD#: 6416085
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Professional summary


Adam D Drewry, who also goes by Adam Drewry, is a registered financial advisor currently at MFG INVESTMENTS, LLC located in Medford, New Jersey.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Adam has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Adam Drewry

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.
PADDEN COOPER, LLC IS A CPA FIRM. THE BUSINESS IS NOT INVESTMENT RELATED. ADAM DREWRY IS A CPA PROFESSIONAL FOCUSED ON SMALL BUSINESS TAX ADVICE AND PROCESSING. ADAM DEVOTES 200 HOURS/MONTH TO THIS BUSINESS. TAX ADVICE AND TAX PLANNING IS THE MAIN FOCUS OF ADAM'S PROFESSIONAL CAREER.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Adam D Drewry'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®
None

Experience


Current

January 30, 2015 - Present

MFG INVESTMENTS, LLC

Office #1: 150 Himmelein Road Ste 9, Medford, NJ 08055
RIA
CRD#: 125122
Medford, 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".
MI
MFG INVESTMENTS, LLC
MFG INVESTMENTS, LLC

CRD#: 125122 / SEC#: 801-132877

RIA
Registered Investment Advisory firm - (5/29/2025 Approved)
California
Registered Investment Advisory firm - (6/29/2025 Terminated)
Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)
Florida
Registered Investment Advisory firm - (5/30/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/12/2025 Terminated)
New Jersey
Registered Investment Advisory firm - (6/3/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/2/2025 Terminated)
South Carolina
Registered Investment Advisory firm - (5/30/2025 Terminated)
Texas
Registered Investment Advisory firm - (5/30/2025 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
New Jersey
(1/30/2015)

Exams


Current Firm


MI
MFG INVESTMENTS, LLC
MFG INVESTMENTS, LLC

CRD#: 125122 / SEC#: 801-132877

RIA
Registered Investment Advisory firm - (5/29/2025 Approved)
California
Registered Investment Advisory firm - (6/29/2025 Terminated)
Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)
Florida
Registered Investment Advisory firm - (5/30/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/12/2025 Terminated)
New Jersey
Registered Investment Advisory firm - (6/3/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/2/2025 Terminated)
South Carolina
Registered Investment Advisory firm - (5/30/2025 Terminated)
Texas
Registered Investment Advisory firm - (5/30/2025 Terminated)
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Contact information


Main Address
150 Himmelein Road Ste 9, Medford, NJ 08055
Mailing Address
Phone number
(609) 714-0546
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 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

MFG INVESTMENTS ADV PART 2A (4/28/2025)

Regulatory assets under management


Total Number of Accounts480
AUM (Assets Under Management)$ 121,000,000

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


MFG INVESTMENTS, LLC

CRD#: 125122Medford, NJ 08055

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