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Drew Robert Wright

ADP BROKER-DEALER
Allentown, PA
·CRD# 6799326·9 years experience

Professional Summary

Drew Robert Wright, who also goes by Drew R. Wright, Drew Robert Wright, is a registered financial advisor currently at ADP BROKER-DEALER, INC. located in Allentown, Pennsylvania. Drew is registered as a RR (Registered Representative) and started their career in finance in 2017. Drew has worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Drew R. Wright, Drew Robert Wright

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

ADP BROKER-DEALER, INC.·CRD# 37693
BD
740 Hamilton Blvd., Allentown, PA 18101
June 29, 2017 - Present

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Current Firm

AB
ADP BROKER-DEALER, INC.

ADP BROKER-DEALER, INC.

CRD#: 37693 / SEC#: 8-47885
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

One Adp Boulevard, Roseland, NJ 07068-1786

Mailing Address

71 Hanover Road Ms - 580, Florham Park, NJ 07932

Phone Number

(973) 712-2316

Established

New Jersey since 07/12/1994

Firm Type

Corporation

Fiscal Year End

June

Firm Size

Large

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
ADP ATLANTIC, LLCSHAREHOLDER—
BARRENECHEA, PATRICIA MARGOTFINOP1715189
BLAKE, JAMES PATRICKPRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR3078844
BOYLE, JAMES RICHARDAML OFFICER3137180
DOSPASSOS-KRIEG, KRISTIN ANNEDIRECTOR3079254
GIAQUINTO, VITARISK MANAGEMENT OFFICER8262680
HODGES, JEFFRY AARONDIRECTOR5865575
HUREAU, MICHAEL RAYDIRECTOR5990787

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/7/2019)
RR
Alaska
(2/7/2019)
RR
Arizona
(2/7/2019)
RR
Arkansas
(2/7/2019)
RR
California
(8/8/2017)
RR
Colorado
(2/7/2019)
RR
Connecticut
(7/2/2018)
RR
Delaware
(2/7/2019)
RR
District of Columbia
(2/7/2019)
RR
Florida
(2/7/2019)
RR
Georgia
(2/7/2019)
RR
Hawaii
(2/7/2019)
RR
Idaho
(2/7/2019)
RR
Illinois
(7/20/2017)
RR
Indiana
(8/3/2018)
RR
Iowa
(2/7/2019)
RR
Kansas
(7/20/2017)
RR
Kentucky
(2/7/2019)
RR
Louisiana
(2/7/2019)
RR
Maine
(2/7/2019)
RR
Maryland
(2/7/2019)
RR
Massachusetts
(2/7/2019)
RR
Michigan
(7/20/2017)
RR
Minnesota
(7/20/2017)
RR
Mississippi
(2/7/2019)
RR
Missouri
(2/7/2019)
RR
Montana
(2/7/2019)
RR
Nebraska
(8/3/2018)
RR
Nevada
(2/7/2019)
RR
New Hampshire
(2/7/2019)
RR
New Jersey
(2/7/2019)
RR
New Mexico
(2/7/2019)
RR
New York
(7/2/2018)
RR
North Carolina
(2/7/2019)
RR
North Dakota
(7/20/2017)
RR
Ohio
(2/7/2019)
RR
Oklahoma
(2/7/2019)
RR
Oregon
(2/7/2019)
RR
Pennsylvania
(7/20/2017)
RR
Rhode Island
(2/7/2019)
RR
South Carolina
(2/7/2019)
RR
South Dakota
(7/20/2017)
RR
Tennessee
(2/7/2019)
RR
Texas
(7/20/2017)
RR
Utah
(2/7/2019)
RR
Vermont
(2/7/2019)
RR
Virginia
(8/3/2018)
RR
Washington
(2/7/2019)
RR
West Virginia
(2/7/2019)
RR
Wisconsin
(2/7/2019)
RR
Wyoming
(2/7/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2017About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2017About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Apr 2022About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Drew Robert Wright's CRS (Customer Relationship Summary).

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DW
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