DA
CFP
DA
CFP

Drew Abramson

5 Years of Experience
Portland, ME
Broker

Drew Abramson is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Portland, ME, with 5 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
Loading...

Location

Two Portland Square, 5th Floor, Portland, ME, 04101-4088

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
RBC Capital Markets, LLC
July 2025 - Present · 10 mos
RBC Capital Markets, LLC
July 2025 - Present · 10 mos
RBC Capital Markets, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - August 2025 · 5 mos
Fidelity Personal and Workplace Advisors
September 2021 - March 2025 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
July 2020 - June 2025 · 4 yrs 11 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAIDILINMAMDMEMIMNNCNHNJNMNVNYOHORPARISCTNTXVAVTWA
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.
Drew Abramson - Financial Advisor | TrueAdvisor