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 financial advisor based in Bedford Corners, New York, working with Magnus Financial Group LLC. Drew has previously held positions at Greenwich Investment Management, Inc and Magnus Financial Group LLC. Drew has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Drew is part of Magnus Financial Group LLC, which operates out of Bedford Corners, New York. The firm has 22 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Magnus Financial Group LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

$1,557,478,677

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

22

NY Average: 88
Total Number of Accounts

3,884

NY Average: 3,892
Average Account Size

$400,999

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

2022 - Present (2 years)

Magnus Financial Group LLC

2011 - 2022 (11 years)

Greenwich Investment Management, Inc

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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