Drew
Saia
Fund Direct Advisors Inc
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About this Advisor
Drew Saia is a certified financial planner who works in Greensboro, North Carolina with a total of 1 year of industry experience. Saia is on the advisory team at Fund Direct Advisors Inc. Throughout their career, they have worked at Dmj Wealth Advisors, LLC, Dmj Wealth Advisors, Dmj, Beacon Pointe Advisors, LLC and Fund Direct Advisors Inc. Saia maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in North Carolina. Fund Direct Advisors Inc is a company based in Greensboro, NC. It oversees $500 million in total assets across its 350 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 350 client accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets. Fund Direct Advisors Inc provides other services. Fees for financial management typically are based on which service is provided. Fee types charged by Fund Direct Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fund Direct Advisors Inc Brokerage Details
$500,000,000
7
350
$1,428,571
Investment Advisory Services
- Other
Drew Saia Work History
Drew has been registered as a financial advisor for 1 years.*
Fund Direct Advisors Inc
Beacon Pointe Advisors, LLC
Dmj Wealth Advisors, LLC
Dmj Wealth Advisors
Dmj
*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 Saia 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 Fund Direct Advisors Inc
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
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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.
