William Frederick Drew

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1995 → 02/2019
  Citigroup Global Markets Inc.
  Hartford, CT
• 06/2009 → 02/2019
  Morgan Stanley Smith Barney
  West Hartford, CT
• 02/2019 → Present
  Raymond James And Associates
  Burlington, MA

Previous Registrations

• 2009-06-01 → 2019-02-22
  Morgan Stanley
  Boston, MA
  West Hartford, CT
  Greenwich, CT
  West Hartford, CT
  Providence, RI
• 2002-03-27 → 2009-06-01
  Citigroup Global Markets Inc.
  West Hartford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-20
• S63 Uniform Securities Agent State Law Examination
  1994-03-04

Other Names

• William Frederick Drew