Drew Joseph Witchousky
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Drew Joseph Witchousky? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCJun 2025 to now
- Telhio Credit UnionJun 2025 to now
- J.P. Morgan Securities LLCApr 2022 to Jun 2025
- JPMorgan Chase Bank, N.A.Apr 2022 to Jun 2025
- UnemployedMar 2022 to Mar 2022
- LPL Financial LLCAug 2021 to Feb 2022
- Bluestone Wealth PartnersMar 2020 to Feb 2022
- Lincoln Financial Advisors CorporationMar 2020 to Aug 2021
- Nationwide Investment Services CorporationJul 2014 to Mar 2020
- NationwideAug 2010 to Mar 2020
- Nationwide Mutual Insurance CoAug 2010 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5825368
- Firm CRD
- 6413