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Nicholas Robert Drew

Drew Wealth Management

Portsmouth, NH

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Current Employers
Drew Wealth Management

36 Maplewood Ave, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-11-22
FL RA APPROVED 2024-10-15
TX RA APPROVED_RES 2024-09-09
NH RA APPROVED 2024-08-28
  • LA RA
    APPROVED
    Since 2024-11-22
  • FL RA
    APPROVED
    Since 2024-10-15
  • TX RA
    APPROVED_RES
    Since 2024-09-09
  • NH RA
    APPROVED
    Since 2024-08-28

Branch Locations

36 Maplewood Ave, Portsmouth, NH 03801 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Merrimack NH 05/2011 06/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2021
Capital Design Private Wealth Llc Portsmouth NH 06/2021 11/2024
Drew Wealth Management Llc Portsmouth NH 06/2024 Present
  • 05/2011 → 06/2021
    Fidelity Brokerage Services
    Merrimack, NH
  • 07/2018 → 06/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2021 → 11/2024
    Capital Design Private Wealth Llc
    Portsmouth, NH
  • 06/2024 → Present
    Drew Wealth Management Llc
    Portsmouth, NH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-31
  • S66 Uniform Combined State Law Examination
    2009-07-31
Other Names
  • Nicholas R Drew
  • Nicholas R Drew
  • Nick R Drew
  • Nicholas R Drew

View on SEC IAPD

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Other Investors

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Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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