Erik Neil Drewry
Professional Summary
Erik Neil Drewry is a registered financial advisor currently at HACKETT FINANCIAL GROUP, LLC located in Wimberley, Texas and TRIO ADVISORS LONGVIEW LLC located in Longview, Texas. Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Erik has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
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.
Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
Years of Experience
5 years in the financial services industry
Current & Past Employments
Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
Current Firm
HACKETT FINANCIAL GROUP, LLC
Contact Information
Main Address
840 East Summit Drive, Wimberley, TX 78676Mailing Address
Po Box 3008, Wimberley, TX 78676-1755Phone Number
(512) 847-0630# of Employees
7SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
710AUM (Assets Under Management)
$159,133,568Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
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.
Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
Primary Firm SEC Registration
HACKETT FINANCIAL GROUP, LLC
State Registrations and Notice Filings
(10/17/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
CRS (Client Relationship Summary) - RIA
Click below to view Erik Neil Drewry's CRS (Customer Relationship Summary).
Similar Advisors
PIER 42 ADVISORS
SOUND INCOME STRATEGIES, LLC
RBC CAPITAL MARKETS, LLC
HUMANIZE WEALTH
