Drew M Sweetman
Investment adviser representative at Element Squared Private Wealth
16 yearsExperience
2 statesRegistered in
$203.5MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Element Squared Private WealthDec 2020 to now
- Element Insurance LLCDec 2020 to now
- Element Squared LLCDec 2020 to now
- Park Avenue Securities LLCNov 2019 to Dec 2020
- Guardian Life Insurance CompanyOct 2019 to Dec 2020
- Eagle Strategies LLCOct 2019 to Oct 2019
- New York Life Insurance CompanyApr 2010 to Oct 2019
- Nylife Securities LLCApr 2010 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Element Squared Private Wealth
Legal name: Element Squared LLC
$203.5MAssets managed
478Clients
6Advisers
3 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
- 5193178
- Firm CRD
- 311284