Drew Anthony Saia
Investment adviser representative at Fund Direct Advisors Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$593MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Integrated Tax SolutionsApr 2023 to now
- Fund Direct Advisors Inc.May 2022 to now
- Beacon Pointe Advisors, LLCMay 2021 to Apr 2022
- Dmj Wealth Advisors, LLCSep 2016 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Fund Direct Advisors Inc.
$593MAssets managed
155Clients
4Advisers
13 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
- 6708091
- Firm CRD
- 155363