Drew Dawson Kellner
Investment adviser representative at Lumbard & Kellner, LLC
21 yearsExperience
2 statesRegistered in
CFADesignation
$443.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Lumbard & Kellner, LLCFeb 2005 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Lumbard & Kellner, LLC
$443.6MAssets managed
321Clients
3Advisers
23 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
- 4923489
- Firm CRD
- 117196