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DS

Drew A. Saia

FUND DIRECT ADVISORS
GREENSBORO, NC 27408
Some features on this profile are disabled
CRD#: 6708091
DS

Professional summary

Drew Anthony Saia, CFP®, who also goes by Drew Saia, is a registered financial advisor currently at FUND DIRECT ADVISORS INC. located in Greensboro, North Carolina.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Drew has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Drew Saia

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 Drew Anthony Saia'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

August 4, 2022 - Present

FUND DIRECT ADVISORS INC.

Office #1: 201 State Street, Greensboro, NC 27408
RIA
CRD#: 155363
GREENSBORO, NC
Past

May 4, 2021 - April 22, 2022

BEACON POINTE ADVISORS, LLC

RIA
CRD#: 119290
Greensboro, NC
Past

September 25, 2019 - May 10, 2021

DMJ WEALTH ADVISORS, LLC

RIA
CRD#: 301042
GREENSBORO, 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".
FD
FUND DIRECT ADVISORS INC.
FUND DIRECT ADVISORS INC. | STANLEY INVESTMENT ADVISORS INC.

CRD#: 155363 / SEC#: 801-77794

RIA
Registered Investment Advisory firm - (4/5/2013 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
North Carolina
(8/4/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/25/2019
Uniform Investment Adviser Law Examination

Current Firm

FD
FUND DIRECT ADVISORS INC.
FUND DIRECT ADVISORS INC. | STANLEY INVESTMENT ADVISORS INC.

CRD#: 155363 / SEC#: 801-77794

RIA
Registered Investment Advisory firm - (4/5/2013 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
201 State Street, Greensboro, NC 27408
Mailing Address
Po Box 18262, Greensboro, NC 27419
Phone number
(336) 271-4450
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 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

FORM ADV PART 2A (3/5/2026)

Regulatory assets under management

Total Number of Accounts156
AUM (Assets Under Management)$ 593,000,000

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

FUND DIRECT ADVISORS INC.

CRD#: 155363Greensboro, NC 27408

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