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Drew Madison Mcgee

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES
SEATTLE, WA
·CRD# 7566673·4 years experience

Professional Summary

Drew Madison Mcgee, who also goes by Erin Marie Humphrey, Drew Mcgee, Mcgee, is a registered financial advisor currently at RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC located in Seattle, Washington. Drew is registered as a RR (Registered Representative) and started their career in finance in 2023. Drew has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Erin Marie Humphrey, Drew Mcgee, Mcgee

Blog Corner

More Resources

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Videos & Posts

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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

4 years in the financial services industry

Current & Past Employments

Current

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLCCurrent·CRD# 329
RIA
BD
401 Union St 18th Floor, Seattle, WA, 98101
December 8, 2025 - Present

Past

DWS DISTRIBUTORS, INC.Past·CRD# 37306
BD
Jacksonville, FL
August 29, 2024 - November 12, 2025
CITIGROUP GLOBAL MARKETS INC.Past·CRD# 7059
RIA
Jacksonville, FL
November 9, 2023 - June 4, 2024
CITIGROUP GLOBAL MARKETS INC.Past·CRD# 7059
BD
Jacksonville, FL
November 8, 2023 - June 4, 2024
FLORIDA FINANCIAL ADVISORS, LLCPast·CRD# 288811
RIA
Jacksonville, FL
June 16, 2023 - August 30, 2023
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
BD
Temple Terrace, FL
February 27, 2023 - April 24, 2023

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Current Firm

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC

FRANK RUSSELL CO., INC. | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | RUSSELL INVESTMENTS | RUSSELL INVESTMENT GROUP | RUSSELL IMPLEMENTATION SERVICES, INC. PART OF RUSSELL INVMT GRP | RUSSELL IMPLEMENTATION SERVICES, INC. | RUSSELL IMPLEMENTATION SERVICES INC. PART OF RUSSELL INVESTMENTS | RUSSELL IMPLEMENTATION SERVICES INC. | FRANK RUSSELL SECURITIES, INC. PART OF RUSSELL INVESTMENT GROUP | FRANK RUSSELL SECURITIES, INC.

CRD#: 329 / SEC#: 801-60335, 8-220
RIA
Registered Investment Advisory firm - SEC (6/13/2001 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

401 Union St 18th Floor 18th Floor, Seattle, WA, 98101

Mailing Address

401 Union St 18th Floor, Seattle, WA, 98101

Phone Number

(206) 505-7877

Established

Washington since 06/02/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

569

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

FINRA licenses (9 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
RUSSELL INVESTMENTS US INSTITUTIONAL HOLDCO, INC.OWNER—
CURRAN, AMY ELIZABETHUS ADVISER CHIEF COMPLIANCE OFFICER4876594
EL-HILLOW, KATHERINE ANNEDIRECTOR; PRESIDENT; CHIEF INVESTMENT OFFICER4889284
LENZO, JASON ABRAMDIRECTOR2972909
OSTROVSKY, AARON ALEXANDERDIRECTOR7851945
PALTROWITZ, MARK DAVIDCHIEF RISK OFFICER2787627
SIEGEL, DAVID ANDREWFINANCIAL AND OPERATIONS PRINCIPAL7440274
SURLOFF, HOWARD BRIANCHIEF LEGAL OFFICER7525747
WICHERS, CHERYL BETHBROKER-DEALER CHIEF COMPLIANCE OFFICER3232164

Regulatory Assets Under Management

Total Number of Accounts

146

AUM (Assets Under Management)

$81,091,385,383

Disclosures

Regulatory Event

3

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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.

Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment-Related Activities. o Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 06/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales

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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".
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC

FRANK RUSSELL CO., INC. | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | RUSSELL INVESTMENTS | RUSSELL INVESTMENT GROUP | RUSSELL IMPLEMENTATION SERVICES, INC. PART OF RUSSELL INVMT GRP | RUSSELL IMPLEMENTATION SERVICES, INC. | RUSSELL IMPLEMENTATION SERVICES INC. PART OF RUSSELL INVESTMENTS | RUSSELL IMPLEMENTATION SERVICES INC. | FRANK RUSSELL SECURITIES, INC. PART OF RUSSELL INVESTMENT GROUP | FRANK RUSSELL SECURITIES, INC.

CRD#: 329 / SEC#: 801-60335, 8-220
RIA
Registered Investment Advisory firm - SEC (6/13/2001 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Washington
(1/20/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2023About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2022About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Drew Madison Mcgee's CRS (Customer Relationship Summary).

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