Julie Anne Drainville
Investment adviser representative at Aaf Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$727.6MFirm 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 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
11 years in the industry.
- Aaf Wealth Management, LLCAug 2026 to now
- Kintra WealthMar 2026 to Jul 2026
- Mutual Securities, Inc.Mar 2026 to Jul 2026
- Commonwealth Financial NetworkJan 2024 to Mar 2026
- Loring Advisory GroupJan 2024 to Mar 2026
- Corrigan Financial, Inc.Nov 2022 to Jan 2024
- LPL Financial, LLCMay 2021 to Nov 2022
- Northwestern Mutual Wealth Management CompanySep 2019 to May 2021
- Northwestern Mutual Investment Services LLCMar 2019 to May 2021
- Northwestern Mutual Life Insurance CompanyOct 2018 to May 2021
- UnemployedAug 2018 to Oct 2018
- StudentApr 2018 to Jul 2018
- Bodum USA IncOct 2015 to Mar 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Aaf Wealth Management, LLC
$727.6MAssets managed
293Clients
7Advisers
14 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
- 7013905
- Firm CRD
- 164646