Inactive

Drew Joseph Graeter

Graeter Wealth Advisors, LLC

CRD 4139416

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Employer firm

Graeter Wealth Advisors, LLC CRD 170046

$105M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Graeter Wealth Advisors, Llc

4360 Brownsboro Road Suite 211, Louisville, KY 40207 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-03-11
KY	RA	APPROVED	2014-07-03

TX RA
APPROVED_RES

Since 2016-03-11
KY RA
APPROVED

Since 2014-07-03

Branch Locations

4360 Brownsboro Road Suite 211, Louisville, KY 40207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Graeter Wealth Advisors, Llc	Louisville	KY	03/2014	Present

03/2014 → Present

Graeter Wealth Advisors, Llc

Louisville, KY

Previous Registrations

2009-01-02 → 2014-03-25

Raymond James Financial Services Advisors, Inc

Louisville, KY
2006-08-09 → 2009-01-02

Raymond James Financial Services, Inc.

Louisville, KY
2004-01-07 → 2006-08-07

J.J.B. Hilliard, W.L. Lyons, Llc

Louisville, KY

Louisville, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-07-28

S66 Uniform Combined State Law Examination

2000-07-28

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.

WAYCROSS GP, LLC

Nearby Investors

REBECCA ANN LOVAN

Donald R Dentinger

MAYNARD EDWIN HOPPER

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY

MORGAN STANLEY · Louisville, KY

WAYCROSS GP, LLC · LOUISVILLE, KY

More in Louisville, KY

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