Drew Thomas Harder
Professional Summary
Drew Thomas Harder is a registered financial advisor currently at INVERNESS SECURITIES, LLC located in Cleveland, Ohio. Drew is registered as a RR (Registered Representative) and started their career in finance in 2025. Drew has worked at 1 firm and has passed the 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.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
INVERNESS SECURITIES, LLC | TCG ADVISORS, LLC
Contact Information
Main Address
6060 Parkland Blvd Ste 200, Cleveland, OH 44124Mailing Address
6060 Parkland Blvd Ste 200, Cleveland, OH 44124Phone Number
(216) 839-5130Established
Ohio since 06/12/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (31 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
KEY INVESTMENT SERVICES LLC
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Drew Thomas Harder's CRS (Customer Relationship Summary).
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