Drew A. Saia

FUND DIRECT ADVISORS

GREENSBORO, NC 27408

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CRD#: 6708091

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.

INTEGRATED TAX SOLUTIONS; NOT INVESTMENT-RELATED; NORTH CAROLINA; FOUNDER / PARTNER; 2023; APPROXIMATELY 60 HRS/MO, 40 HRS/MO OUTSIDE TRADING HOURS; TAX SOLUTIONS COMPANY.

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".

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)

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: 9/25/2019

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 605,000,000

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.

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Drew A. Saia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Anthony Saia's CRS (Customer Relationship Summary).

Certified licenses

Experience

FUND DIRECT ADVISORS INC.

BEACON POINTE ADVISORS, LLC

DMJ WEALTH ADVISORS, LLC

Primary Firm SEC Registration

FUND DIRECT ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2019

Current Firm

FUND DIRECT ADVISORS INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FUND DIRECT ADVISORS INC.

TRUST BUT VERIFY

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