Drewry Lyon Mcmullen
Investment adviser representative at Osaic Institutions, Inc.
20 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cape Cod FiveJan 2026 to now
- Osaic Institutions, Inc.Jan 2026 to now
- New York Life Insurance CompanyMay 2025 to Jan 2026
- Nylife Securities, LLCMay 2025 to Jan 2026
- Eagle Strategies LLCApr 2025 to Apr 2025
- Nylife Securities, LLCFeb 2025 to Apr 2025
- New York Life Insurance CompanyOct 2024 to Apr 2025
- Onedrop Holdings, LLCOct 2019 to Oct 2024
- Edison RiskAug 2017 to Oct 2019
- Imperial Holdings, IncJul 2006 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3233198
- Firm CRD
- 35371