Drew
Collins

Magnus Financial Group LLC

CRD#1814583
Investment Advisor
in Bedford Corners, NY

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About this Advisor

Drew Collins is a chartered financial analyst based out of Bedford Corners, New York who has 1 year of relevant experience. Collins is currently employed by Magnus Financial Group LLC. During their career, Collins has held roles at Greenwich Investment Management, Inc and Magnus Financial Group LLC. Collins has a Series 63 license, certifying them as a securities representative, and is registered to advise clients in New York. Magnus Financial Group LLC is a registered investment firm operating out of New York, NY. It has $1 billion in assets under management between its 3,378 client accounts, placing it among the larger firms in the country by assets under management. Of its 3,378 accounts, 35% are held by high-net-worth clients who have more than $1 million in assets available to invest. Magnus Financial Group LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules are based on which service is offered. Fees billed by Magnus Financial Group LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Bedford Corners, NY

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Magnus Financial Group LLC Brokerage Details

Total Assets Under Management

$1,260,520,976

NY Average: $7,464,549,021
Total Number of Employees

21

NY Average: 88
Total Number of Accounts

3,378

NY Average: 3,892
Average Account Size

$373,156

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Drew Collins Work History

Drew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Magnus Financial Group LLC

2011 - 2022 (11 years)

Greenwich Investment Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Drew Collins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Magnus Financial Group LLC

Chase Wickenheiser
New York, NY
Drew Collins
Bedford Corners, NY
James Kephart
New York, NY
Sharon Hayut
New York, NY
Ronald Deutsch
New York, NY
Paul Hoerrner
New York, NY
Michael Tanney
New York, NY
Michael Schwartz
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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