Eva Melissa Drew

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 02/2014 → 11/2016
  Wells Fargo Advisors, Llc
  New York, NY
• 11/2016 → 07/2021
  Wells Fargo Clearing Services, Llc
  New York, NY
• 11/2021 → 05/2024
  Key Wealth Advisor
  New York, NY
• 08/2021 → 10/2021
  Unemployed
  Winter Garden, FL
• 05/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2024 → Present
  Cambridge Investment Research Inc
  Fairfield, IA
• 07/2026 → Present
  Cambridge Investment Research Inc
  Fairfield, IA

Previous Registrations

• 2022-01-31 → 2024-05-20
  Key Wealth Advisors Llc
  Hazlet, NJ
• 2022-01-31 → 2023-12-31
  Key Wealth Advisors Llc
  Winter Garden, FL
  Hazlet, NJ
• 2014-06-02 → 2021-07-12
  Wells Fargo Clearing Services, Llc
  New York, NY
  Lynbrook, NY
  Winter Garden, FL
  Winter Garden, FL

Other Businesses

1) HORIZON WEST PLUMBING, WINTER GARDEN, FL 34787, 05/2024, OWNER, CONSTRUCTION/LABOR, NIR, 1 HR/MO - 0 HR/MO TRADING. 2) HAWKSMOOR HOMEOWNERS ASSOCIATION, WINTER GARDEN, FL 34787, 05/2024, BOARD MEMBER, HOA SECRETARY, NIR, 3 HR/MO - 0 HR/MO TRADING. 3) Atwater Bay Elementary PTO, 11000 Atwater Bay Dr, Winter Garden FL 34787, 08/2024, President, Volunteer, NIR, 10 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-29

Other Names

• Eva Melissa Latorre
• Eva M Drew