DH
Drew T. Hodgson
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Mansfield, OH 44907
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CRD#: 7371378
DH
Professional summary
Drew Thomas Hodgson, who also goes by Drew T Hodgson, Drew Hodgson, is a registered financial advisor currently at WHITAKER-MYERS WEALTH MANAGERS, LTD. located in Mansfield, Ohio.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Drew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Drew T Hodgson | Drew Hodgson
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.
1) Innovative Solutions Insurance Services; Investment related: Yes; Location: 222 N Pacific Coast Hwy Suite 2000 El Segundo CA 90245 USA; Description: They are a broker of life insurance. Their function is to quote me the best prices for the clients out of many carriers so that I can choose the best option for the client.; Position Title: Agent; Responsibilities Duties: Sell the policy; Start date: 2022-11-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Drew Thomas Hodgson's 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®
NoneExperience
Current
October 10, 2022 - Present
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Office #1: 1485 Lexington Ave., Mansfield, OH 44907RIA
CRD#: 286093
Mansfield, OH
Past
June 17, 2021 - September 30, 2022
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
DUBLIN, 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".
WW
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD#: 286093 / SEC#: 801-118404
RIA
Registered Investment Advisory firm - (4/9/2020 Approved)Ohio
Registered Investment Advisory firm - (4/14/2020 Terminated)Texas
Registered Investment Advisory firm - (4/13/2020 Terminated)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(10/11/2022)
IAR
Texas(10/10/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/17/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
WW
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD#: 286093 / SEC#: 801-118404
RIA
Registered Investment Advisory firm - (4/9/2020 Approved)Ohio
Registered Investment Advisory firm - (4/14/2020 Terminated)Texas
Registered Investment Advisory firm - (4/13/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1485 Lexington Ave., Mansfield, OH 44907
Mailing Address
Phone number
(330) 345-5000
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,041 |
| AUM (Assets Under Management) | $ 713,124,591 |
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.
