Drew M. Gill

GOLDEN RESERVE RETIREMENT

Independence, OH 44131

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CRD#: 6959395

Professional summary

Drew M Gill, who also goes by Drew Michael Gill, Drew Gill, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Independence, Ohio.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Drew has worked at 5 firms and has passed the Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Michael Gill | Drew Gill

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 M Gill'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

February 12, 2026 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 6133 Rockside Rd Suite 303, Independence, OH 44131

RIA

CRD#: 283588

Independence, OH

Past

November 15, 2024 - January 21, 2026

INVESTMENT DISTRIBUTORS, INC.

CRD#: 35490

BIRMINGHAM, AL

Past

October 28, 2019 - November 15, 2024

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

Cleveland, OH

Past

September 26, 2019 - October 28, 2019

PFS INVESTMENTS INC.

CRD#: 10111

AKRON, OH

Past

July 12, 2019 - August 15, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

AKRON, OH

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".

GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/30/2021 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/12/2026)

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.

Exams

State Security Law Exam

Series 63

Date: 5/11/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 7/12/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/23/2019

Securities Industry Essentials Examination

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/30/2021 Terminated)

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Contact information

Main Address

270 Bradenton Avenue, Dublin, OH 43017

Mailing Address

Phone number

(855) 456-4777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts	2,183
AUM (Assets Under Management)	$ 310,932,597

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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Advisor Monitoring

Firm Stability Insights

Drew M. Gill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INVESTMENT DISTRIBUTORS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

PFS INVESTMENTS INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

GOLDEN RESERVE RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/11/2021

Series 6TO

Date: 7/12/2019

SIE

Date: 4/23/2019

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDEN RESERVE RETIREMENT, LLC

TRUST BUT VERIFY

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