CD
CD

Christopher Drew

10 Years of Experience
Tampa, FL
Sells Insurance

Christopher Drew is a registered investment advisor at Baytrust Wealth Management, LLC, based in Tampa, FL, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Asset management fees will not exceed an annual rate of 2.00%. Specific fees and terms are detailed in the advisory agreement.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

15316 N Florida Ave, Tampa, FL, 33613

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including real estate holdings through various LLCs and Capital Groups. He also serves as President/CEO of Drew Capital Group and President/Owner of Baytrust Financial, both of which involve selling life and annuity products, taking nearly full-time hours combined.

Employment History
Current Registrations
Baytrust Wealth Management, LLC
December 2025 - Present · 5 mos
Previous Registrations
Advisory Services Network
September 2021 - December 2025 · 4 yrs 3 mos
J. W. Cole Advisors, INC.
April 2019 - September 2021 · 2 yrs 5 mos
Global Financial Private Capital, LLC
September 2015 - April 2019 · 3 yrs 7 mos
Accurate Wealth Management, LLC
March 2015 - May 2015 · 2 mos
State Registrations1 state
FL
Advisor

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.
Christopher Drew - Financial Advisor | TrueAdvisor