TrueAdvisor
TrueAdvisor
DB
DB

Drew Barlow

Wells Fargo Advisors
41 Years of Experience
Doylestown, PA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Drew Barlow is a registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 41 years of industry experience. Drew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

2005 S Easton Rd Ste 108, Doylestown Commerce Center, Doylestown, PA, 18901

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Drew has 100% ownership with their spouse/treasurer in Knowledge Transfer Partners Inc. since 1999, a marketing and web design business. Drew spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2022 - Present · 4 yrs 4 mos
Wells Fargo Advisors
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2015 - June 2022 · 6 yrs 9 mos
UBS Financial Services INC.
September 2015 - June 2022 · 6 yrs 9 mos
Morgan Stanley
June 2009 - October 2015 · 6 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2015 · 6 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Wachovia Securities, LLCBroker
July 2003 - February 2009 · 5 yrs 7 mos
Prudential Securities IncorporatedBroker
July 1985 - July 2003 · 18 yrs
State Registrations31 states
AKALAZCACOCTDCDEFLGAMAMDMIMOMTNCNHNJNYOHOKORPAPRRISCTNTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Doylestown, PA →All financial advisors in Pennsylvania →