Drew
Shealy

Cambridge Investment Research Advisors, Inc

CRD#4503263
Investment Advisor
in Canton, OH

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About this Advisor

Drew Shealy is a certified financial planner working out of Canton, Ohio who has 7 years of relevant experience. Shealy is an advisor for Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Key Bank, Premier Bank & Trust and Cambridge Investment Research Advisors, Inc. Shealy holds Series 66 and Series 63 licenses, which qualify them as a securities agent, and is registered to work in Ohio. Cambridge Investment Research Advisors, Inc is a registered investment company operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It administers $82 billion in assets across its 461,370 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fee schedules are based on the type of services offered. Fees billed by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

Canton, OH

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

OH Average: $9,259,360,772
Total Number of Employees

3,352

OH Average: 166
Total Number of Accounts

461,370

OH Average: 7,189
Average Account Size

$178,659

OH Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Drew Shealy Work History

Drew has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Cambridge Investment Research, Inc

2016 - Present (8 years)

Premier Bank & Trust

2016 - Present (8 years)

Cambridge Investment Research Advisors, Inc

2011 - 2016 (5 years)

Key Bank

*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 Shealy 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 Cambridge Investment Research Advisors, Inc

Mitchell Robinson
Tulsa, OK
Lyndon Crawford
Des Moines, IA
Richard Habel
Salt Lake City, UT
Justin Mulholland
Ann Arbor, MI
Kevin Currutt
Cleveland, OH
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
Ormond Beach, FL

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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