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Erik N. Drewry
HACKETT FINANCIAL GROUP
Wimberley, TX 78676
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CRD#: 7374505
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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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Neutron & Carbon Technologies; Member; R&D Technology Incubator; Wimberley, TX ; Investment Related; June 2016; 1 to 9 hours per month; 0 during trading hours 2) 8fold Ventures LLC, Owner/President; Private Placements: Investment Related; June 2016; 5 hours per month; 0 hours during trading hours; Wimberley, TX 3) Insurance sales; agent; Wimberly, TX; August 2021, 1 to 9 hours per month; 1 to 9 hours during trading hours 4) Trio Finance, investment related, Longview, TX, tax preparation and bookkeeping, Owner, 06/2024, 10 hours per month 5) END Holdings LLC, non-investment related, PO Box 1584 Wimberley, TX 78676, holding company, owner, 5/2019, less than 5 hours per month, 0 hours per month, holding company of a privately held LLC
CRS (Client Relationship Summary) - RIA
Click below to view Erik Neil Drewry'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 17, 2022 - Present
HACKETT FINANCIAL GROUP, LLC
Office #1: 840 East Summit Drive, Wimberley, TX 78676RIA
CRD#: 141656
Wimberley, TX
Current
December 6, 2024 - Present
TRIO ADVISORS LONGVIEW LLC
Office #1: 1500 Colony Circle, Longview, TX 75604RIA
CRD#: 333333
Longview, TX
Past
July 13, 2021 - July 28, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HOUMA, LA
Past
June 12, 2021 - July 28, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
HOUMA, LA
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".
HF
HACKETT FINANCIAL GROUP, LLC
HACKETT FINANCIAL GROUP, LLC
CRD#: 141656 / SEC#: 801-132704
RIA
Registered Investment Advisory firm - (5/30/2025 Approved)Louisiana
Registered Investment Advisory firm - (6/3/2025 Terminated)Texas
Registered Investment Advisory firm - (6/3/2025 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
Texas(10/17/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/11/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
HF
HACKETT FINANCIAL GROUP, LLC
HACKETT FINANCIAL GROUP, LLC
CRD#: 141656 / SEC#: 801-132704
RIA
Registered Investment Advisory firm - (5/30/2025 Approved)Louisiana
Registered Investment Advisory firm - (6/3/2025 Terminated)Texas
Registered Investment Advisory firm - (6/3/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
840 East Summit Drive, Wimberley, TX 78676
Mailing Address
Po Box 3008, Wimberley, TX 78676-1755
Phone number
(512) 847-0630
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 641 |
| AUM (Assets Under Management) | $ 133,228,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HACKETT FINANCIAL GROUP, LLC
CRD#: 141656Wimberley, TX 78676TRUST BUT VERIFY
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