Drew Michael Serres
Investment adviser representative at Corient
16 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
16 years in the industry.
- CorientMar 2024 to now
- Corient Services LLCMar 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Dec 2023
- Kens Pool & PatioJun 2018 to Jul 2021
- Martha Lake Baptist ChurchMar 2018 to May 2018
- Childrens School and MontessoriAug 2017 to Jun 2019
- Steri-clean WashingtonJan 2017 to Apr 2018
- Unemployed - Primary EducationJan 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7418345
- Firm CRD
- 319448