Eva
Drew
Key Wealth Advisors LLC
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About this Advisor
Eva Drew is a financial advisor based out of Winter Garden, Florida, with 1 year of industry experience. Drew is currently employed by Key Wealth Advisors LLC. Throughout their career, they have worked at Wells Fargo Advisors, LLC, Prime Staffing, John Wiley & Sons, Inc and Wells Fargo Clearing Services, LLC. Drew maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Key Wealth Advisors LLC is a firm that has its headquarters in New York, NY. The investment advisory business has offices in two locations and just four advisors. It administers $43 million in assets across its 92 client accounts, making it one of the smaller firms in the nation by assets under management. Of its 92 client accounts, 41% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which service is provided. However, fee types charged by Key Wealth Advisors LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Wealth Advisors LLC Brokerage Details
$43,000,000
4
92
$467,391
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eva Drew Work History
Eva has been registered as a financial advisor for 1 years.*
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Prime Staffing
John Wiley & Sons, 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 Eva Drew 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 Key Wealth Advisors LLC
New York, NY
Winter Garden, FL
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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