Todd Armstrong Drummey

Current Employers

Employment History

• 06/1997 → Present
  Todd A. Drummey, Cfp
  Falmouth, MA
• 01/2009 → Present
  Sagepoint Financial, Inc
  Millbury, MA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Falmouth, MA

Previous Registrations

• 2017-05-23 → 2023-09-01
  Osaic Services, Inc.
  Falmouth, MA
• 1997-06-24 → 2019-03-26
  Todd A. Drummey, Cfp
  Falmouth, MA

Other Businesses

1) TODD A. DRUMMEY POSITION: Owner - NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1996 ADDRESS: 29 Simpson Lane, Falmouth MA 02540, United States DESCRIPTION: Review of existing traditional insurance policies and sale of new policies. 2) TODD A. DRUMMEY, CFP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/23/1998 ADDRESS: 29 Simpson Lane, Falmouth MA 02540, United States DESCRIPTION: Todd A. Drummey, CFP is the marketing name for my securities-related business. I provide investment,advisory,and financial planning services to clients under this name. All business is processed through Osaic Wealth, Inc. Investment Advisory services are processed through the corporate RIA. 3) TODD DRUMMEY BOY SCOUT LEADER POSITION: Other - Adult volunteer NATURE: Other - Adult volunteer for local Boy Scout Troop 42 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 360 Blacksmith Shop Road, East Falmouth MA 02536, United States DESCRIPTION: Act as a committee member for the BSA Troop 42 endowment fund. Committee members will recommend grants and disbursements from the Troop 42 fund. The Troop 42 fundis a subaccount of the Cape Cod and Islands Council Endowment Fund, a 501 c 3 charitable organization. 4) D.E.L.D FAMILY FOUNDATION POSITION: Trustee NATURE: 501c3 Charitable Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2007 ADDRESS: 360 Blacksmith Shop Road East Falmouth, MA 2536, East Falmouth MA 02536, United States DESCRIPTION: The DELD Foundation is managed byfour co-trustees. The trustees duties include: supervision of the investment advisor for the Foundation, disbursment of funds to charitable organizations, and all other functions of the Foundation. 5) MIDWAY TRAP & SKEET CLUB OF FALMOUTH, INC. POSITION: Director NATURE: Non-profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2019 ADDRESS: 284 Old Meetinghouse Rd, P O Box 2097, East Falmouth MA 02536, United States DESCRIPTION: Mr. Drummeyserves on theBoard of Directors of the Midway Trap & Skeet Club. The BOD meets once per month to interview new members, organize events, and discuss day to day operations of the club. 6) TRUSTEE POSITION: Trustee NATURE: Personal Activity INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2025 ADDRESS: 360 Blacksmith Shop Rd, East Falmouth MA 02536, United States DESCRIPTION: I act as Co-trustee for my wife's Revocable Trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-21
• S63 Uniform Securities Agent State Law Examination
  1995-03-08

Designations