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Ryan Drews

RWA Wealth Partners

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About Ryan Drews

Ryan Drews is a financial advisor with RWA Wealth Partners in Troy, MI. Ryan has over 17 years of experience in the financial services industry. Ryan holds the Series 7, Series 31, and Series 66 licenses. Ryan is also a Certified Financial Planner. Ryan provides financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Ryan also teaches at Walsh College and has a background in business development, financial services, and wealth management. Ryan has worked at several other financial firms, including LPL Financial LLC, Northwestern Mutual Investment Services, LLC, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and Morgan Stanley DW Inc.

Firm Information

Ryan Drews is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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Ryan Drews’s Registration & Firm History

MI

04/20/2023 - Present

RWA Wealth Partners (Troy MI)

MI

06/28/2021 - 04/18/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

MI

06/10/2019 - 05/25/2021

CHARLES SCHWAB & CO., INC. (Troy MI)

FL

05/23/2018 - 06/06/2019

PFS INVESTMENTS INC. (SARASOTA FL)

MI

06/30/2014 - 06/02/2016

LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)

MI

04/28/2009 - 07/01/2014

FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)

MI

09/26/2007 - 02/18/2009

FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)

MI

06/28/2006 - 08/31/2007

CHASE INVESTMENT SERVICES CORP. (TROY MI)

MI

01/19/2006 - 06/06/2006

MORGAN STANLEY DW INC. (BIRMINGHAM MI)

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Licenses & Designations

BOTH

Issued 02/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 01/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Drews.
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