Drew Moore Mcmillin
Investment adviser representative at Sagespring Wealth Partners
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.5BFirm 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 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
Experience
16 years in the industry.
- M&a Securities GroupNov 2025 to now
- Sagespring Wealth PartnersOct 2016 to now
- Southwestern Investment Advisory ServicesMar 2017 to Oct 2022
- Southwestern Investment GroupSep 2010 to Nov 2022
- Raymond James Financial Services, Inc.Aug 2010 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 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
- 5736112
- Firm CRD
- 283515