Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Drew Moomaw
CRD 1547958 · Orlando, FL
At a glance
Drew Moomaw is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in Orlando, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Drew’s SEC record dates to 2001, about 25 years ago. Drew is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Wells Fargo Advisors Financial Network, LLCSince October 2019Orlando, FL · $252B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Drew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.