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DG

Drew M Gill

ENZA FINANCIAL

INDEPENDENCE, OH

·CRD# 6959395·7 years experience

Professional Summary

Drew M Gill, who also goes by Drew Michael Gill, Drew Gill, is a registered financial advisor currently at ENZA FINANCIAL, LLC located in Independence, Ohio and M HOLDINGS SECURITIES, INC. located in Independence, Ohio. Drew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Drew has worked at 7 firms and has passed the Series 63, Series 6TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Drew Michael Gill, Drew Gill

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

7 years in the financial services industry

Current & Past Employments

ENZA FINANCIAL, LLC·CRD# 315827

RIA

6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131

July 17, 2026 - Present

M HOLDINGS SECURITIES, INC.·CRD# 43285

RIA

BD

6450 Rockside Woods Blvd. Suite 150, Independence, OH 44131

June 30, 2026 - Present

GOLDEN RESERVE RETIREMENT, LLC·CRD# 283588

RIA

Independence, OH

February 12, 2026 - May 5, 2026

INVESTMENT DISTRIBUTORS, INC.·CRD# 35490

BD

Birmingham, AL

November 15, 2024 - January 21, 2026

CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708

BD

Cleveland, OH

October 28, 2019 - November 15, 2024

PFS INVESTMENTS INC.·CRD# 10111

BD

Akron, OH

September 26, 2019 - October 28, 2019

EQUITABLE ADVISORS, LLC·CRD# 6627

BD

Akron, OH

July 12, 2019 - August 15, 2019

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Current Firm

EF

ENZA FINANCIAL, LLC

ENZA FINANCIAL, LLC

CRD#: 315827 / SEC#: 801-125885

RIA

Registered Investment Advisory firm - SEC (6/16/2022 Approved)

Louisiana

Registered Investment Advisory firm - Louisiana (6/29/2022 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (6/29/2022 Terminated)

Texas

Registered Investment Advisory firm - Texas (6/29/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131

Phone Number

(216) 236-0700

# of Employees

5

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENZA FINANCIAL, LLC - DISCLOSURE BROCHURE (3/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

339

AUM (Assets Under Management)

$191,160,236

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 01/2026 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.

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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".

EF

ENZA FINANCIAL, LLC

ENZA FINANCIAL, LLC

CRD#: 315827 / SEC#: 801-125885

RIA

Registered Investment Advisory firm - SEC (6/16/2022 Approved)

Louisiana

Registered Investment Advisory firm - Louisiana (6/29/2022 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (6/29/2022 Terminated)

Texas

Registered Investment Advisory firm - Texas (6/29/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Ohio
(6/30/2026)

IAR

Ohio
(7/17/2026)

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.Note:This rule does not apply to broker-dealer activity.

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 May 2021About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2019About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2019About the SIE exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Drew M Gill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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DG

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