Drewry Isaacson

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2014 → 06/2018
  Fifth Third Securities
  Charlotte, NC
• 06/2018 → 01/2019
  Bb&T
  Gastonia, NC
• 06/2018 → Present
  Bbtis
  Charlotte, NC
• 06/2018 → 09/2020
  Bb&T
  Gastonia, NC
• 01/2019 → Present
  Bb&T
  Gastonia, NC
• 03/2016 → 06/2018
  Fifth Third Bank
  Cornelius, NC
• 09/2020 → Present
  Fifth Third Securities
  Cornelius, NC
• 09/2020 → Present
  Fifth Third Bank
  Cornelius, NC
• 01/2023 → Present
  Cwa Asset Management Group
  Naples, FL

Previous Registrations

• 2020-09-30 → 2023-01-06
  Fifth Third Securities, Inc.
  Cornelius, NC
  Raleigh, NC
  Cary, NC
  Garner, NC
  Raleigh, NC
  Raleigh, NC
  Wake Forest, NC
  Raleigh, NC
  Cornelius, NC
  Davidson, NC
  Chapel Hill, NC
  Charlotte, NC
  Charlotte, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Durham, NC
  Raleigh, NC
  Wake Forest, NC
  Raleigh, NC
  Chapel Hill, NC
  Raleigh, NC
  Durham, NC
• 2018-06-07 → 2020-09-14
  Bb&T Securities, Llc
  Charlotte, NC
  Gastonia, NC
  Rock Hill, SC
• 2016-11-02 → 2018-06-08
  Fifth Third Securities, Inc.
  Charlotte, NC
  Mint Hill, NC
  Huntersville, NC
  Cornelius, NC
  Huntersville, NC
  Mooresville, NC
  Davidson, NC
  Mooresville, NC

Other Businesses

B&B BUILDERS OF THE CAROLINAS POSITION: Signator NATURE: The Business is a residential Construction Company that specializes in flipping properties and Renting residential homes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2014 ADDRESS: 5216 Providence Country Club Dr., Charlotte NC 28277 Smoak Holdings LLC; Investment Related; Charlotte NC; Rental Real Estate Holdings; Owner; Owner/Operator; 08/01/2024; 2 hours/month; 0 hours/trading hours; Investor

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-02
• S63 Uniform Securities Agent State Law Examination
  2014-04-30

Designations

• Certified Financial Planner

Other Names

• Drew Randolph Isaacson
• Drewry Randolph Isaacson
• Drew R Isaacson